Congress Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return3.097.1118.73-3.4124.37
    Category Average-0.065.8824.82-5.6325.85
    Assets for Each Yr*0.760.981.321.281.49
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 24.37 13.09 11.06

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,491 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
    08-13-19

      Sector YTD Return % % Net Assets  
    Mettler-Toledo International Inc* Healthcare 21.99 2.08
    Steris PLC* Healthcare 46.07 1.97
    First Republic Bank* Financial Services 8.58 1.90
    SS&C Technologies Holdings Inc* Technology 0.22 1.90
    Charles River Laboratories Inter* Healthcare 15.59 1.87
    Avery Dennison Corp* Industrials 26.72 1.83
    ResMed Inc* Healthcare 19.20 1.81
    Skyworks Solutions Inc* Technology 18.17 1.79
    Jack Henry & Associates Inc* Industrials 11.45 1.68
    Old Dominion Freight Lines Inc* Industrials 39.38 1.68
    Lamb Weston Holdings Inc* Consumer Defensive -7.69 1.57
    Raymond James Financial Inc* Financial Services 3.45 1.54
    Hyatt Hotels Corp* Consumer Cyclical 12.38 1.51
    Take-Two Interactive Software In* Technology 23.89 1.50
    Littelfuse Inc* Technology -7.38 1.47
    Jazz Pharmaceuticals PLC* Healthcare 10.35 1.41
    The Home Depot Inc* Consumer Cyclical 22.83 0.71
    Charles Schwab Corp* Financial Services -8.04 0.50
    The Estee Lauder Companies Inc C* Consumer Defensive 39.62 0.44
    Zoetis Inc Class A* Healthcare 46.35 0.41

    Best 5-Year Relative Performance | More
    08-13-19

    Worst 5-Year Relative Performance | More
    08-13-19

    Lowest Expenses | More
    08-13-19

    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
    08-13-19

    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
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Congress Large Cap G Alexander L. Thorndi 15.50
    Congress Small Cap G Alexander L. Thorndi 10.80
    Congress Mid Cap Gro Todd W. Solomon 6.10

    Shortest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Congress Mid Cap Gro Todd W. Solomon 6.10
    Congress Small Cap G Alexander L. Thorndi 10.80
    Congress Large Cap G Alexander L. Thorndi 15.50