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Congress Large Cap Growth Fund Institutional Class: (MF: CMLIX)
(NASDAQ Mutual Funds) As of Jul 16, 2025 08:00 PM ET
$49.52 USD
+0.03 (0.06%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.55 | 45 |
| 3 months | 13.27 | 34 |
| 6 months | 5.55 | 45 |
| 1 Year | 10.50 | 66 |
| 3 Year | 19.85 | 29 |
| 5 Year | 13.82 | 51 |
| 10 Year | 13.87 | 17 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 10.50 |
| 5 Year | 13.81 |
| 10 Year | 13.88 |
| Since Inception | 13.33 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.81 | 13.27 | NA | NA |
| 2024 | 9.82 | 5.18 | 2.22 | 2.41 |
| 2023 | 6.55 | 12.15 | -1.30 | 12.17 |
| 2022 | -10.53 | -17.57 | -4.68 | 6.94 |
| 2021 | 1.36 | 10.67 | 0.80 | 11.28 |
| 2020 | -12.69 | 26.18 | 10.16 | 8.52 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.55 | 20.93 | 32.30 | -24.83 | 25.84 | 31.71 | 34.96 | 0.14 | 25.51 | 4.71 | 2.03 |
| % Total Return Rel to Index | -0.65 | -4.08 | 6.06 | -6.62 | -2.84 | 13.30 | 3.47 | 4.53 | 3.71 | -7.22 | 0.65 |
| % Total Return Rel to Peer | 0.41 | 1.54 | 9.31 | -5.13 | 3.78 | 11.79 | 6.54 | 7.00 | 4.83 | -3.10 | 3.63 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 2.00 | 2.00 | 1.00 | 1.00 | 2.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.03 | 0.18 | 0.19 | 0.05 | 0.09 | 0.16 | 0.15 | 0.06 | 0.18 | 0.14 |
| % Yield | 0.00 | 0.07 | 0.08 | 0.56 | 0.11 | 0.21 | 0.45 | 0.53 | 0.22 | 0.78 | 0.60 |
| Capital Gains ($) | 0.00 | 2.74 | 1.27 | 1.14 | 4.49 | 3.20 | 2.32 | 1.47 | 0.38 | 0.08 | 0.57 |
| Expense Ratio | 0.00 | 0.68 | 0.69 | 0.69 | 0.68 | 0.70 | 0.71 | 0.74 | 1.05 | 0.75 | 0.75 |
* 1 = Top 20%, 5 = Bottom 20%