Congress Large Cap Growth Fund Institutional (CMLIX)
54.45
+0.59
(+1.10%)
USD |
Oct 06 2026
CMLIX Asset Allocations & Exposures
Asset Allocation
As of August 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.19% |
| Stock | 99.64% |
| Bond | 0.22% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.05% |
Market Capitalization
As of August 31, 2026
| Large | 86.70% |
| Mid | 12.98% |
| Small | 0.32% |
Region Exposure
| Americas | 93.81% |
|---|---|
|
North America
|
93.81% |
| Canada | 0.97% |
| United States | 92.85% |
|
Latin America
|
0.00% |
As of August 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 6.02% |
|---|---|
| United Kingdom | 1.40% |
|
Europe Developed
|
4.62% |
| Ireland | 2.74% |
| Netherlands | 1.88% |
|
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 | 0.16% |
|---|
Stock Sector Exposure
| Cyclical |
|
23.45% |
| Materials |
|
1.59% |
| Consumer Discretionary |
|
10.10% |
| Financials |
|
9.89% |
| Real Estate |
|
1.87% |
| Sensitive |
|
69.42% |
| Communication Services |
|
10.02% |
| Energy |
|
2.13% |
| Industrials |
|
10.75% |
| Information Technology |
|
46.51% |
| Defensive |
|
6.71% |
| Consumer Staples |
|
2.96% |
| Health Care |
|
3.75% |
| Utilities |
|
0.00% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
As of August 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 | -- |