Congress Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return6.292.867.2618.803.20
    Category Average5.61-0.075.8824.836.92
    Assets for Each Yr*0.790.791.001.351.42
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family 3.20 7.71 11.70

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,417 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.7 100.00 1.08 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-13-18

      Sector YTD Return % % Net Assets  
    Copart Inc* Consumer Cyclical 37.32 2.13
    Monolithic Power Systems Inc* Technology 25.05 2.04
    Lamb Weston Holdings Inc* Consumer Defensive 26.19 2.02
    STERIS PLC* Healthcare 26.90 2.01
    Carter's Inc* Consumer Cyclical -3.16 1.96
    Old Dominion Freight Lines Inc* Industrials 12.92 1.87
    Lennox International Inc* Industrials 3.83 1.86
    Paycom Software Inc* Technology 37.17 1.86
    Synopsys Inc* Technology 7.24 1.86
    Texas Roadhouse Inc* Consumer Cyclical 29.52 1.86
    Jack Henry & Associates Inc* Industrials 16.38 1.85
    SS&C Technologies Holdings Inc* Technology 34.71 1.79
    Charles River Laboratories Inter* Healthcare 7.18 1.78
    First Republic Bank* Financial Services 13.22 1.76
    Pool Corp* Consumer Cyclical 22.65 1.76
    The Cooper Companies Inc* Healthcare 13.43 1.75
    McCormick & Co Inc Non-Voting* Consumer Defensive 17.93 1.71
    MKS Instruments Inc* Technology 3.21 1.66
    Barnes Group Inc* Industrials -3.41 1.61
    Cognex Corp* Technology -25.10 1.61

    Best 5-Year Relative Performance | More
    07-13-18

    Worst 5-Year Relative Performance | More
    07-13-18

    Lowest Expenses | More
    07-13-18

    Highest Expenses | More
    07-13-18

    Longest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Congress Large Cap G Alexander L. Thorndi 14.40
    Congress Small Cap G Alexander L. Thorndi 9.70
    Congress Mid Cap Gro Todd W. Solomon 5.00
    Congress SMid Core O Matthew T. Lagan 3.20

    Shortest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Congress SMid Core O Matthew T. Lagan 3.20
    Congress Mid Cap Gro Todd W. Solomon 5.00
    Congress Small Cap G Alexander L. Thorndi 9.70
    Congress Large Cap G Alexander L. Thorndi 14.40