Congress Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return3.097.1118.73-3.4114.09
    Category Average-0.065.8824.82-5.6315.75
    Assets for Each Yr*0.760.981.321.281.42
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 14.09 11.16 9.09

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,422 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
    06-18-19

      Sector YTD Return % % Net Assets  
    Paycom Software Inc* Technology 81.64 2.17
    STERIS Ltd* Healthcare 34.39 2.08
    Lennox International Inc* Industrials 24.02 2.06
    Monolithic Power Systems Inc* Technology 12.58 2.06
    IDEX Corp* Industrials 29.75 1.92
    Lamb Weston Holdings Inc* Consumer Defensive -19.29 1.74
    Generac Holdings Inc* Industrials 31.59 1.73
    RBC Bearings Inc* Industrials 16.19 1.70
    Littelfuse Inc* Technology 2.95 1.68
    Jazz Pharmaceuticals PLC* Healthcare 6.62 1.29
    Apple Inc* Technology 26.76 1.25
    American Tower Corp* Communication Services 36.68 0.75
    The Home Depot Inc* Consumer Cyclical 22.34 0.70
    Abbott Laboratories* Healthcare 16.22 0.51
    Roper Technologies Inc* Industrials 37.58 0.49
    Equinix Inc* RealEstate 44.13 0.36
    PayPal Holdings Inc* Financial Services 37.92 0.34
    Thermo Fisher Scientific Inc* Healthcare 29.40 0.31
    Northrop Grumman Corp* Industrials 28.91 0.25
    Progressive Corp* Financial Services 39.14 0.23

    Best 5-Year Relative Performance | More
    06-18-19

    Worst 5-Year Relative Performance | More
    06-18-19

    Lowest Expenses | More
    06-18-19

    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
    06-18-19

    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
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Congress Large Cap G Alexander L. Thorndi 15.30
    Congress Small Cap G Alexander L. Thorndi 10.60
    Congress Mid Cap Gro Todd W. Solomon 5.90

    Shortest Manager Tenure | More
    06-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Congress Mid Cap Gro Todd W. Solomon 5.90
    Congress Small Cap G Alexander L. Thorndi 10.60
    Congress Large Cap G Alexander L. Thorndi 15.30