Congress SMID Growth (S:0P0001KDPL)
30.06
-0.83
(-2.70%)
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 10, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Comfort Systems USA, Inc. | 5.44% | 1010.17 | 3.98% |
| Sterling Infrastructure, Inc. | 4.90% | 308.17 | 3.54% |
| Curtiss-Wright Corp. | 4.89% | 605.49 | 3.93% |
| CyberArk Software Ltd. | 4.40% | 456.73 | -0.91% |
| e.l.f. Beauty, Inc. | 3.29% | 87.03 | 1.14% |
| nVent Electric Plc | 3.19% | 105.43 | 2.64% |
| Medpace Holdings, Inc. | 3.10% | 594.55 | -0.91% |
| Rambus, Inc. | 3.05% | 93.37 | 2.22% |
| PTC, Inc. | 2.89% | 171.54 | -1.17% |
| BJ's Wholesale Club Holdings, Inc. | 2.83% | 89.96 | -0.28% |
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 | -- |