Congress Large Cap Growth Fund Institutional (CMLIX)
47.71
-0.26
(-0.54%)
USD |
Jun 09 2025
CMLIX Asset Allocations & Exposures
Asset Allocation
As of April 30, 2025.
| Type | % Net |
|---|---|
| Cash | 0.42% |
| Stock | 99.31% |
| Bond | 0.27% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Market Capitalization
As of April 30, 2025
| Large | 90.37% |
| Mid | 9.25% |
| Small | 0.38% |
Region Exposure
| Americas | 97.34% |
|---|---|
|
North America
|
97.34% |
| Canada | 0.49% |
| United States | 96.85% |
|
Latin America
|
0.00% |
As of April 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 2.30% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
2.30% |
| Ireland | 2.30% |
|
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 | 0.36% |
|---|
Stock Sector Exposure
| Cyclical |
|
28.72% |
| Materials |
|
3.57% |
| Consumer Discretionary |
|
14.99% |
| Financials |
|
10.16% |
| Real Estate |
|
0.00% |
| Sensitive |
|
55.35% |
| Communication Services |
|
9.30% |
| Energy |
|
3.65% |
| Industrials |
|
9.94% |
| Information Technology |
|
32.46% |
| Defensive |
|
15.28% |
| Consumer Staples |
|
3.58% |
| Health Care |
|
11.70% |
| Utilities |
|
0.00% |
| Not Classified |
|
0.66% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.66% |
As of April 30, 2025
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 | -- |