Congress Small Cap Growth Fund Institutional (CSMCX)
53.16
+0.26
(+0.49%)
USD |
Feb 26 2026
CSMCX Asset Allocations & Exposures
Asset Allocation
As of January 31, 2026.
| Type | % Net |
|---|---|
| Cash | 1.79% |
| Stock | 97.25% |
| Bond | 1.09% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.13% |
Market Capitalization
As of January 31, 2026
| Large | 0.00% |
| Mid | 3.29% |
| Small | 96.71% |
Region Exposure
| Americas | 94.69% |
|---|---|
|
North America
|
94.69% |
| Canada | 1.54% |
| United States | 93.16% |
|
Latin America
|
0.00% |
As of January 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 4.08% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
0.00% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
4.08% |
| Israel | 4.08% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 1.22% |
|---|
Stock Sector Exposure
| Cyclical |
|
22.38% |
| Materials |
|
4.24% |
| Consumer Discretionary |
|
11.03% |
| Financials |
|
7.11% |
| Real Estate |
|
0.00% |
| Sensitive |
|
57.29% |
| Communication Services |
|
3.58% |
| Energy |
|
0.00% |
| Industrials |
|
29.97% |
| Information Technology |
|
23.75% |
| Defensive |
|
17.89% |
| Consumer Staples |
|
0.00% |
| Health Care |
|
17.89% |
| Utilities |
|
0.00% |
| Not Classified |
|
2.44% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
2.44% |
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 | -- |