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Congress Small Cap Growth Fund - Institutional Class: (MF: CSMCX)
(NASDAQ Mutual Funds) As of Feb 12, 2026 04:40 PM ET
$52.36 USD
-1.02 (-1.91%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jan 31, 2026
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.62 | 30 |
| 3 months | 2.23 | 84 |
| 6 months | 8.79 | 79 |
| 1 Year | 10.02 | 44 |
| 3 Year | 14.64 | 11 |
| 5 Year | 10.70 | 18 |
| 10 Year | 15.41 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 120.41 |
| Bear Market (10/07 - 2/09) | -50.70 |
| Bull Market (2/09 - 3/21) | 1,082.17 |
Load Adjusted Returns as of Jan 31, 2026
| 1 Year | 8.33 |
| 5 Year | 9.72 |
| 10 Year | 13.57 |
| Since Inception | 11.75 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.88 | 12.96 | 9.32 | -3.72 |
| 2024 | 5.12 | 3.11 | 9.57 | -0.10 |
| 2023 | 11.43 | 6.86 | -4.94 | 6.24 |
| 2022 | -11.84 | -16.03 | -3.30 | 3.09 |
| 2021 | 11.20 | 9.87 | 4.37 | 9.29 |
Annual Return
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.61 | 8.33 | 18.65 | 20.26 | -26.20 | 39.39 | 39.22 | 24.97 | 2.40 | 22.31 | 3.02 |
| % Total Return Rel to Index | 0.00 | -9.88 | -6.36 | -5.98 | -8.00 | 10.70 | 20.82 | -6.51 | 6.79 | 0.52 | -8.91 |
| % Total Return Rel to Peer | 0.00 | 1.03 | 6.73 | 4.18 | -6.68 | 20.07 | 20.23 | -0.46 | 13.17 | 6.72 | -12.92 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 0.00 | 1.00 | 4.00 | 1.00 | 1.00 | 3.00 | 1.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.14 | 0.00 | 0.00 | 0.00 | 6.81 | 2.57 | 2.27 | 2.45 | 3.00 | 0.00 |
| Expense Ratio | 0.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.08 | 1.25 | 1.16 |
* 1 = Top 20%, 5 = Bottom 20%