Congress Mid Cap Growth Retail (CMIDX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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As of 08:05AM EDT. Market open.
Congress Mid Cap Growth Retail
Milwaukee, WI 53201-0701
P.O. Box 701
c/o U.S. Bancorp Fund Services, LLC
( 888 ) 688-1299
Management information
Todd W. Solomon,Lead manager since 30 October 2012
Mr. Todd Solomon is a Chartered Financial Analyst charter holder. Since April 2001, Mr. Solomon has served as Senior Vice President and as a Portfolio Manager for Congress Asset Management Company, LLP. From May 2003 to June 2009, Mr. Solomon was Vice President and Trust Officer of Congress Trust National Association. Mr. Solomon holds a dual Bachelor of Arts/Bachelor of Science degree in Management from Georgetown University and a Masters of Business Administration degree with specializations in Finance and Economics from New York University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryMid-Cap Growth
Fund familyCongress
Net assets1.25B
YTD return0.63%
Yield0.00%
Morningstar rating★★★★
Inception date30 Oct 2012
Fund operations
Last dividend0.00
Last cap gain26.00
Holdings turnover40.00%
Average for categoryN/A
Fees and expenses
ExpenseCMIDXCategory average
Annual report expense ratio (net)0.79%1.09%
Prospectus net expense ratio0.79%N/A
Prospectus gross expense ratio0.79%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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