Congress SMID Growth (S:0P0001KDPL)
31.76
+1.70
(+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 February 24, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Curtiss-Wright Corp. | 5.21% | 705.53 | 0.90% |
| Sterling Infrastructure, Inc. | 4.64% | 442.03 | 1.70% |
| Comfort Systems USA, Inc. | 4.48% | 1440.43 | 1.90% |
| CyberArk Software Ltd. (DELISTED) | 4.27% | 408.85 | 0.00% |
| nVent Electric Plc | 3.46% | 117.85 | 2.54% |
| Valmont Industries, Inc. | 3.08% | 461.75 | 0.96% |
| Medpace Holdings, Inc. | 2.88% | 448.61 | 0.82% |
| BJ's Wholesale Club Holdings, Inc. | 2.87% | 99.19 | 0.22% |
| Rambus, Inc. | 2.83% | 100.25 | 5.23% |
| Penumbra, Inc. | 2.73% | 339.35 | 0.04% |
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 | -- |