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Congress Large Cap Growth Fund Institutional Class: (MF: CMLIX)

(NASDAQ Mutual Funds) As of May 14, 2026 04:38 PM ET

$52.14 USD

+0.57 (1.11%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 3.53 59
3 months 3.72 43
6 months 1.10 71
1 Year 23.07 66
3 Year 19.94 36
5 Year 10.29 37
10 Year 15.17 21

* 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 Apr 30, 2026

1 Year 11.54
5 Year 9.18
10 Year 13.77
Since Inception 12.55

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -7.74 NA NA NA
2025 -6.81 13.27 6.80 -0.05
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.5312.6620.9332.30-24.8325.8431.7134.960.1425.514.71
% Total Return Rel to Index -3.40-5.55-4.086.06-6.62-2.8413.303.474.533.71-7.22
% Total Return Rel to Peer -4.07-0.041.549.31-5.133.7811.796.547.004.83-3.10
% Perf Quintile vs Peer* 4.003.003.002.004.002.002.001.001.002.004.00
% Dividends 0.000.000.030.180.190.050.090.160.150.060.18
% Yield 0.000.000.070.000.560.110.210.450.530.220.78
Capital Gains ($) 0.003.582.741.271.144.493.202.321.470.380.08
Expense Ratio 0.000.650.680.690.690.680.700.710.741.050.75

* 1 = Top 20%, 5 = Bottom 20%