Congress Large Cap Growth Fund Institutional (CMLIX)
46.38
-0.34
(-0.73%)
USD |
May 23 2025
CMLIX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.44% |
| Stock | 99.08% |
| Bond | 0.49% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of March 31, 2025
| Large | 90.97% |
| Mid | 8.66% |
| Small | 0.38% |
Region Exposure
| Americas | 97.43% |
|---|---|
|
North America
|
97.43% |
| Canada | 0.50% |
| United States | 96.93% |
|
Latin America
|
0.00% |
As of March 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.15% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
2.15% |
| Ireland | 2.15% |
|
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 | 0.42% |
|---|
Stock Sector Exposure
| Cyclical |
|
19.02% |
| Materials |
|
7.76% |
| Consumer Discretionary |
|
6.65% |
| Financials |
|
4.61% |
| Real Estate |
|
0.00% |
| Sensitive |
|
56.75% |
| Communication Services |
|
8.73% |
| Energy |
|
2.26% |
| Industrials |
|
5.77% |
| Information Technology |
|
39.99% |
| Defensive |
|
17.09% |
| Consumer Staples |
|
6.10% |
| Health Care |
|
10.99% |
| Utilities |
|
0.00% |
| Not Classified |
|
7.14% |
| Non Classified Equity |
|
5.46% |
| Not Classified - Non Equity |
|
1.68% |
As of July 31, 2024
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 | -- |