Congress Mid Cap Growth Retail (CMIDX)
19.45
-0.27
(-1.37%)
USD |
Feb 27 2026
CMIDX Asset Allocations & Exposures
Asset Allocation
As of January 31, 2026.
| Type | % Net |
|---|---|
| Cash | 1.83% |
| Stock | 97.14% |
| Bond | 1.23% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.19% |
Market Capitalization
As of January 31, 2026
| Large | 6.08% |
| Mid | 40.61% |
| Small | 53.31% |
Region Exposure
| Americas | 92.80% |
|---|---|
|
North America
|
87.74% |
| United States | 87.74% |
|
Latin America
|
5.06% |
As of January 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 5.87% |
|---|---|
| United Kingdom | 5.87% |
|
Europe Developed
|
0.00% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 1.33% |
|---|
Stock Sector Exposure
| Cyclical |
|
24.99% |
| Materials |
|
0.00% |
| Consumer Discretionary |
|
14.09% |
| Financials |
|
10.89% |
| Real Estate |
|
0.00% |
| Sensitive |
|
47.49% |
| Communication Services |
|
0.70% |
| Energy |
|
0.00% |
| Industrials |
|
25.43% |
| Information Technology |
|
21.36% |
| Defensive |
|
19.28% |
| Consumer Staples |
|
6.12% |
| Health Care |
|
13.15% |
| Utilities |
|
0.00% |
| Not Classified |
|
8.25% |
| Non Classified Equity |
|
5.51% |
| Not Classified - Non Equity |
|
2.73% |
As of January 31, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |