Congress Fund Family Report
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  • Select a Fund Family
  • Performance
    11-30-17

    Total ReturnCategory Average
    Total Return34.796.292.867.2620.20
    Category Average38.395.61-0.075.8824.16
    Assets for Each Yr*0.750.790.791.001.36
    *billions

    Trailing Returns %
    11-30-17

      YTD 3 Year 5 Year    
    Fund Family 20.20 10.03 14.01

    Key Stats
    11-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,363 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 100.00 1.03 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-15-17

      Sector YTD Return % % Net Assets  
    IPG Photonics Corp* Technology 110.78 2.21
    Cognex Corp* Technology 92.20 2.14
    Charles River Laboratories Inter* Healthcare 41.86 2.03
    PVH Corp* Consumer Cyclical 48.66 1.98
    Synopsys Inc* Technology 49.27 1.90
    Cintas Corp* Industrials 38.13 1.87
    ResMed Inc* Healthcare 39.65 1.83
    JB Hunt Transport Services Inc* Industrials 16.71 1.79
    McCormick & Co Inc Non-Voting* Consumer Defensive 10.19 1.79
    Avery Dennison Corp* Industrials 67.57 1.78
    Mettler-Toledo International Inc* Healthcare 52.89 1.78
    Hasbro Inc* Consumer Cyclical 23.78 1.78
    The Cooper Companies Inc* Healthcare 31.12 1.77
    Henry Schein Inc* Healthcare -7.51 1.77
    Cambrex Corp* Healthcare -6.49 1.77
    Pool Corp* Consumer Cyclical 26.10 1.76
    Monolithic Power Systems Inc* Technology 37.98 1.75
    Carter's Inc* Consumer Cyclical 32.39 1.74
    Equifax Inc* Industrials 2.40 1.74
    Masco Corp* Basic Materials 35.09 1.73

    Best 5-Year Relative Performance | More
    12-15-17

    Worst 5-Year Relative Performance | More
    12-15-17

    Lowest Expenses | More
    12-15-17

    Highest Expenses | More
    12-15-17

    Longest Manager Tenure | More
    12-15-17

    Fund Name   Manager Name Avg Manager Tenure  
    Congress Large Cap G Alexander L. Thorndi 13.80
    Congress Small Cap G Alexander L. Thorndi 9.10
    Congress Large Cap G Daniel A. Lagan 4.50
    Congress Mid Cap Gro Todd W. Solomon 4.40
    Congress All Cap Opp Matthew T. Lagan 2.60

    Shortest Manager Tenure | More
    12-15-17

    Fund Name   Manager Name Avg Manager Tenure  
    Congress All Cap Opp Matthew T. Lagan 2.60
    Congress Mid Cap Gro Todd W. Solomon 4.40
    Congress Large Cap G Daniel A. Lagan 4.50
    Congress Small Cap G Alexander L. Thorndi 9.10
    Congress Large Cap G Alexander L. Thorndi 13.80