Congress Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return6.183.097.1118.732.08
    Category Average5.60-0.065.8824.822.62
    Assets for Each Yr*0.770.760.981.321.38
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family 2.08 8.73 8.78

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,380 mil $2,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 100.00 1.10 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-14-18

      Sector YTD Return % % Net Assets  
    Jack Henry & Associates Inc* Industrials 16.97 2.26
    Synopsys Inc* Technology 5.09 1.99
    Pool Corp* Consumer Cyclical 17.97 1.96
    ResMed Inc* Healthcare 21.71 1.94
    PVH Corp* Consumer Cyclical -11.74 1.94
    The Cooper Companies Inc* Healthcare 16.63 1.86
    Take-Two Interactive Software In* Technology -2.92 1.85
    McCormick & Co Inc Non-Voting* Consumer Defensive 46.45 1.77
    Raymond James Financial Inc* Financial Services -12.44 1.70
    Lennox International Inc* Industrials 4.20 1.69
    First Republic Bank* Financial Services 7.27 1.61
    Hyatt Hotels Corp* Consumer Cyclical -5.70 1.60
    Mettler-Toledo International Inc* Healthcare -6.22 1.53
    Henry Schein Inc* Healthcare 22.27 1.49
    Amazon.com Inc* Consumer Cyclical 36.73 1.49
    Visa Inc Class A* Financial Services 22.89 1.27
    IPG Photonics Corp* Technology -36.98 1.15
    Adobe Inc* Technology 34.23 1.13
    Microsoft Corp* Technology 24.19 1.08
    Moody's Corporation* Financial Services 0.05 0.76

    Best 5-Year Relative Performance | More
    11-14-18

    Worst 5-Year Relative Performance | More
    11-14-18

    Lowest Expenses | More
    11-14-18

    Fund Name Expense Ratio Analyst Report  
    Congress Mid Cap Growth Inst 0.78 --
    Congress Large Cap Growth In 1.05 --
    Congress Small Cap Growth In 1.25 --

    Highest Expenses | More
    11-14-18

    Fund Name Expense Ratio Analyst Report  
    Congress Small Cap Growth In 1.25 --
    Congress Large Cap Growth In 1.05 --
    Congress Mid Cap Growth Inst 0.78 --

    Longest Manager Tenure | More
    11-14-18

    Fund Name   Manager Name Avg Manager Tenure  
    Congress Large Cap G Alexander L. Thorndi 14.70
    Congress Small Cap G Alexander L. Thorndi 10.10
    Congress Mid Cap Gro Todd W. Solomon 5.30

    Shortest Manager Tenure | More
    11-14-18

    Fund Name   Manager Name Avg Manager Tenure  
    Congress Mid Cap Gro Todd W. Solomon 5.30
    Congress Small Cap G Alexander L. Thorndi 10.10
    Congress Large Cap G Alexander L. Thorndi 14.70