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New York Markets Close in:

Congress Small Cap Growth Fund;Retail

NAS: CSMVX

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/zigman2/quotes/204934713/realtime

$

43.07

Change

-0.69 -1.58%

Dec 1, 2021

YTD return

31.83%

5 yr avg return

24.01%

Total net assets

90.80M

52 week low

52 week high

$29.95

$47.81

Yield

0.00%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

1.25%

12 b-1

0.25%

Turnover

44.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

n/a

Dividend freq.

Annually

Capital gain (2020)

2.57

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.37

Beta

1.07

Standard deviation

6.13

R. squared

0.84

Min. Investment

Standard (taxable)

2000

IRA

2000

Compare:
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/news/latest/company/us/csmvx

MarketWatch News on CSMVX

  1. Five small-cap funds that still accept new investors

    9:02 p.m. April 4, 2006

    - Jonathan Burton

  2. Risk/return payoff very important going forward

    11:19 p.m. June 29, 2003

    - Thurman Smith

  3. Lab mice, service firms on manager's list

    12:02 a.m. Nov. 22, 2002

    - Russ Britt

  4. Top 10 small-cap growth funds for the economic recovery

    7:08 p.m. May 10, 2002

    - Craig Tolliver

  5. Quest for cash flow at Century

    12:08 a.m. March 20, 2002

    - David B. Wilkerson

Lipper Leader

Total Return: 5 Consistent Return: 5 Preservation: 3 Tax Efficiency: 3 Expense: 3

YTD Lipper Ranking: Quintile 1 (2th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 31.83% 6.65% 21.70% 2% 1
1yr 45.74% 15.10% 25.00% 2% 1
3yr 26.73% 18.39% 19.90% 4% 1
5yr 24.01% 16.92% 17.70% 7% 1
10yr 15.95% 14.39% 16% 22% 2

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$96,028

Fund Comparison

Compare: Returns Risk Fees Holdings

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Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Small-Cap Growth Funds

Fund family

Congress

Fund status

Open

Fund inception

February 24, 2000

Manager

Gregg A. O'Keefe

Investment Policy

The Fund seeks long-term capital growth. Invests in a diversified portfolio of common and preferred stocks, and securities convertible into common stock, of smaller firms that exhibit attractive growth and valuation traits. These firms will be based in North America, including Bermuda.

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Other News on CSMVX

No News currently available for CSMVX

Link to MarketWatch's Slice.