Back to top
Congress Small Cap Growth Fund - Institutional Class: (MF: CSMCX)
(NASDAQ Mutual Funds) As of Sep 5, 2025 08:00 PM ET
$49.95 USD
-0.09 (-0.18%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.16 | 5 |
| 3 months | 14.68 | 14 |
| 6 months | 1.12 | 6 |
| 1 Year | 6.14 | 12 |
| 3 Year | 11.04 | 11 |
| 5 Year | 14.11 | 16 |
| 10 Year | 11.88 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 120.41 |
| Bear Market (10/07 - 2/09) | -50.69 |
| Bull Market (2/09 - 3/21) | 986.57 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 12.67 |
| 5 Year | 15.30 |
| 10 Year | 11.58 |
| Since Inception | 11.77 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.88 | 12.96 | NA | NA |
| 2024 | 5.12 | 3.11 | 9.57 | -0.10 |
| 2023 | 11.43 | 6.86 | -4.94 | 6.24 |
| 2022 | -11.84 | -16.03 | -3.30 | 3.09 |
| 2021 | 11.20 | 9.87 | 4.37 | 9.29 |
| 2020 | -18.63 | 26.86 | 7.13 | 25.89 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.16 | 18.65 | 20.26 | -26.20 | 39.39 | 39.22 | 24.97 | 2.40 | 22.31 | 3.02 | 0.85 |
| % Total Return Rel to Index | -3.41 | -6.36 | -5.98 | -8.00 | 10.70 | 20.82 | -6.51 | 6.79 | 0.52 | -8.91 | -0.53 |
| % Total Return Rel to Peer | 5.76 | 6.73 | 4.18 | -6.68 | 20.07 | 20.23 | -0.46 | 13.17 | 6.72 | -12.92 | 5.58 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 1.00 | 1.00 | 3.00 | 1.00 | 2.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 6.81 | 2.57 | 2.27 | 2.45 | 3.00 | 0.00 | 6.34 |
| Expense Ratio | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.08 | 1.25 | 1.16 | 1.13 |
* 1 = Top 20%, 5 = Bottom 20%