Congress Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return3.097.1118.73-3.4114.20
    Category Average-0.065.8824.82-5.6316.32
    Assets for Each Yr*0.760.981.321.281.46
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 14.20 14.43 8.42

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,456 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 100.00 1.01 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-19-19

      Sector YTD Return % % Net Assets  
    Cintas Corp* Industrials 22.94 2.14
    SS&C Technologies Holdings Inc* Technology 39.19 2.12
    Paycom Software Inc* Technology 49.55 2.02
    Skyworks Solutions Inc* Technology 25.04 1.96
    Lennox International Inc* Industrials 15.52 1.94
    Zebra Technologies Corp* Industrials 34.20 1.93
    McCormick & Co Inc Non-Voting* Consumer Defensive 0.76 1.87
    Rollins Inc* Industrials 13.39 1.84
    Lamb Weston Holdings Inc* Consumer Defensive -4.96 1.79
    Avery Dennison Corp* Industrials 25.56 1.78
    Old Dominion Freight Lines Inc* Industrials 16.79 1.76
    Mettler-Toledo International Inc* Healthcare 26.55 1.75
    Littelfuse Inc* Technology 11.49 1.67
    Qualys Inc* Technology 15.57 1.65
    Hyatt Hotels Corp* Consumer Cyclical 7.60 1.50
    Jazz Pharmaceuticals PLC* Healthcare 9.35 1.44
    Take-Two Interactive Software In* Technology -6.95 1.20
    Adobe Inc* Technology 15.11 1.12
    American Tower Corp* Communication Services 20.05 0.71
    Moody's Corporation* Financial Services 27.91 0.68

    Best 5-Year Relative Performance | More
    03-19-19

    Worst 5-Year Relative Performance | More
    03-19-19

    Lowest Expenses | More
    03-19-19

    Fund Name Expense Ratio Analyst Report  
    Congress Large Cap Growth In 0.74 --
    Congress Mid Cap Growth Inst 0.83 --
    Congress Small Cap Growth In 1.08 --

    Highest Expenses | More
    03-19-19

    Fund Name Expense Ratio Analyst Report  
    Congress Small Cap Growth In 1.08 --
    Congress Mid Cap Growth Inst 0.83 --
    Congress Large Cap Growth In 0.74 --

    Longest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Congress Large Cap G Alexander L. Thorndi 15.00
    Congress Small Cap G Alexander L. Thorndi 10.40
    Congress Mid Cap Gro Todd W. Solomon 5.70

    Shortest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Congress Mid Cap Gro Todd W. Solomon 5.70
    Congress Small Cap G Alexander L. Thorndi 10.40
    Congress Large Cap G Alexander L. Thorndi 15.00