fundvisualizer.com

Congress Small Cap Growth InstitutionalCSMCX

Performance (before sales charge)

As of 06/30/2024

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 06/30/2024
Stock
93.61%
Non-U.S. Stock
5.12%
Bond
0.00%
Non-U.S. Bond
0.00%
Preferred
0.00%
Convertible
0.00%
Cash
1.27%
Other
0.00%

Due to rounding, percentages may not equal 100%.

Sectors

As of 06/30/2024

Basic materials

4.52%

Consumer cyclical

11.51%

Financial services

4.72%

Real estate

0.00%

Consumer defensive

11.33%

Health care

20.60%

Utilities

0.00%

Communication services

0.00%

Energy

4.64%

Industrials

24.44%

Technology

16.97%

Top 10 holdings

As of 06/30/2024

AeroVironment Inc
3.61%
Sprouts Farmers Market Inc
3.59%
Sterling Infrastructure Inc
3.46%
Boot Barn Holdings Inc
3.41%
e.l.f. Beauty Inc
3.18%
LeMaitre Vascular Inc
3.10%
Nova Ltd
2.99%
Integer Holdings Corp
2.89%
CSW Industrials Inc
2.88%
Comfort Systems USA Inc
2.87%
Fund assets

$1.06 Billion

Share class

Inst

Morningstar category

Small Growth

Expense ratio

1.01%

Investment objective

Small Company

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