CSMVX : Congress Small Cap Growth Fund Retail Class

CSMVX is a US Stocks Market Small Growth with HIGH fees.

CSMVX

Congress Small Cap Growth Fund Retail Class

FI Score

25 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

25% FI Score
  • csmvx
  • Mutual Fund
  • US Stocks
  • Small Growth

Congress Small Cap Growth Fund Retail Class

Expenses: 1.21% (Better than 0% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital growth. The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks of small cap companies. The advisor defines small cap companies as those companies with market capitalizations not exceeding the highest market capitalization in the Russell 2000® Growth Index during the preceding 12 months. It may invest in companies across all sectors of the economy, but may favor companies in particular sectors or industries at different times.

Largest Holdings

Amount Holding
4.81% Quidel Corp
4.76% Repligen Corp
4.55% Mercury Systems Inc
3.95% RingCentral Inc Class A
3.71% CyberArk Software Ltd
3.02% Power Integrations Inc
2.93% J2 Global Inc
2.88% Simulations Plus Inc
2.86% Helen Of Troy Ltd
2.83% Qualys Inc
2.65% Balchem Corp
2.65% WNS (Holdings) Ltd ADR
2.57% Inter Parfums Inc
2.57% MSA Safety Inc
2.55% SPS Commerce Inc
2.51% The Simply Good Foods Co
2.48% Novanta Inc
2.47% Medpace Holdings Inc
2.46% Saia Inc
2.41% ESCO Technologies Inc
2.40% Simpson Manufacturing Co Inc
2.36% Radware Ltd
2.30% Cohen & Steers Inc
2.12% HMS Holdings Corp
2.10% Neogen Corp

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