CMIDX
Congress Mid Cap Growth Fund
1W: +0.1%
1M: +0.5%
3M: -6.2%
YTD: +8.0%
1Y: +1.8%
3Y: +20.5%
5Y: +15.9%
$20.28
+0.26 (+1.30%)
Weekly Expected Move ±2.1%
$19
$20
$20
$20
$21
Key Statistics
AUM$615M
Holdings37
Top 10 Wt69.2%
Volume0
Avg Volume0
Beta1.03
Portfolio Fundamentals
P/E41.0
P/B9.1
Div Yield0.44%
ROE23.4%
% Profitable89%
Inception2012-11-01
Sector Allocation
Industrials
39.3%
Consumer Cyclical
20.3%
Technology
18.0%
Financial Services
7.2%
Healthcare
7.1%
Energy
6.2%
+3 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Monolithic Power Systems Inc | MPWR | 10.09% | $39.2M | 24,306 |
| 2 | Casey's General Stores Inc | CASY | 8.66% | $33.7M | 40,996 |
| 3 | nVent Electric PLC | NVT | 8.04% | $31.3M | 218,771 |
| 4 | Curtiss-Wright Corp | CW | 7.67% | $29.8M | 41,407 |
| 5 | EMCOR Group Inc | EME | 6.54% | $25.5M | 28,554 |
| 6 | Penumbra Inc | PENMF | 6.18% | $24.0M | 73,608 |
| 7 | Raymond James Financial Inc | 0KU1.L | 5.94% | $23.1M | 145,950 |
| 8 | Crane Co | CR | 5.76% | $22.4M | 126,120 |
| 9 | Tapestry Inc | 0LD5.L | 5.67% | $22.0M | 152,000 |
| 10 | Quanta Services Inc | 0KSR.L | 4.68% | $18.2M | 25,000 |