Congress Asset Mgt Small Cap Growth (S:0P00017LTD)
50.76
-1.54
(-2.94%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 13, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Ligand Pharmaceuticals, Inc. | 4.36% | 184.15 | -10.96% |
| Sterling Infrastructure, Inc. | 4.30% | 313.07 | 1.78% |
| InterDigital, Inc. | 4.07% | 316.01 | 1.28% |
| AeroVironment, Inc. | 3.71% | 358.24 | -3.36% |
| Primoris Services Corp. | 3.55% | 136.72 | 1.85% |
| Rambus, Inc. | 3.48% | 96.53 | 3.91% |
| Calix, Inc. | 3.44% | 53.93 | 1.20% |
| Commvault Systems, Inc. | 3.32% | 126.33 | -0.67% |
| Nova Ltd. | 3.04% | 403.13 | -0.12% |
| Crane NXT Co. | 2.85% | 50.50 | 0.47% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |