Congress Asset Mgt Small Cap Growth (S:0P00017LTD)
53.63
+2.87
(+5.65%)
USD |
Jan 31 2026
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 April 03, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| InterDigital, Inc. | 3.88% | 312.93 | 2.13% |
| Primoris Services Corp. | 3.31% | 147.82 | -1.89% |
| Nova Ltd. | 3.22% | 442.24 | -0.79% |
| Rambus, Inc. | 3.17% | 93.03 | 3.42% |
| Sterling Infrastructure, Inc. | 3.14% | 416.34 | -1.18% |
| Moog, Inc. | 2.89% | 290.02 | -3.86% |
| Boot Barn Holdings, Inc. | 2.86% | 135.16 | -5.82% |
| Champion Homes, Inc. | 2.85% | 73.92 | -0.38% |
| Brinker International, Inc. | 2.83% | 144.69 | 0.93% |
| Repligen Corp. | 2.83% | 117.78 | -0.46% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
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 | -- |