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Congress Small Cap Growth Fund - Institutional Class: (MF: CSMCX)

(NASDAQ Mutual Funds) As of Oct 26, 2026 04:55 PM ET

$54.66 USD

+0.34 (0.63%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 11.95 47
3 months -7.40 45
6 months 13.29 26
1 Year 7.78 83
3 Year 15.20 41
5 Year 6.90 36
10 Year 14.79 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) 1,181.51

Load Adjusted Returns as of Sep 30, 2026

1 Year 7.78
5 Year 6.89
10 Year 14.79
Since Inception 11.88

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.18 22.36 -7.40 NA
2025 -8.88 12.96 9.32 -3.72
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 11.948.3318.6520.26-26.2039.3939.2224.972.4022.313.02
% Total Return Rel to Index -0.79-9.88-6.36-5.98-8.0010.7020.82-6.516.790.52-8.91
% Total Return Rel to Peer 0.421.036.734.18-6.6820.0720.23-0.4613.176.72-12.92
% Perf Quintile vs Peer* 4.003.001.001.004.001.001.003.001.002.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.001.140.000.000.006.812.572.272.453.000.00
Expense Ratio 1.001.001.001.001.001.001.001.001.081.251.16

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