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Congress Large Cap Growth I (CMLIX) Fund Ranking and Research

Ranking, Research and Recommendation of Congress Large Cap Growth I (CMLIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Congress Large Cap Growth I Fund (CMLIX) ManagerFund Manager - Gregg A. O’Keefe

Fund Manager Information

Fund Manager Tenure: 10.7 years
Fund Family: Congress
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)

 

Graph of Congress Large Cap Growth I Fund (CMLIX) ProfileCongress Large Cap Growth I Fund (CMLIX) Profile

Fund Profile and Description

Congress Large Cap Growth I Fund seeks long-term capital appreciation. Congress Large Cap Growth I Fund normally invests at least 80% of net assets in equity securities of large capitalization companies. It also invests from time to time in equity securities of mid-cap companies. Congress Large Cap Growth I Fund may invest up to 10% of assets in equity securities of foreign issuers through American Depositary Receipts (“ADRs”) and similar investments, such as European Depositary Receipts (EDRs) and Global Depositary Receipts (GDRs).

 

Congress Large Cap Growth I (CMLIX) Fund Strength What we like about Congress Large Cap Growth I (CMLIX) Fund

Data for Congress Large Cap Growth I Fund (CMLIX) as of May 30, 2016

  • Congress Large Cap Growth I Fund (CMLIX) management has been with Congress Large Cap Growth I Fund for 10.7 years
  • Congress Large Cap Growth I Fund (CMLIX) has good short-term performance (1-year return -1.70% vs -1.74% Large Growth category median performance)
  • Congress Large Cap Growth I Fund (CMLIX) ratio of up-years vs down years is greater than 2
  • Congress Large Cap Growth I Fund (CMLIX) has an annual stock turnover rate of 31.00% vs Large Growth average of 50.46%. It is good that Congress Large Cap Growth I management does not trade extensively for its return.
  • Congress Large Cap Growth I Fund (CMLIX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.88, lower than category average of 12.75
  • Congress Large Cap Growth I Fund (CMLIX) has a lower expense ratio than its Large Growth average: 0.75% vs 1.17%
  • Congress Large Cap Growth I Fund (CMLIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Congress Large Cap Growth I Fund (CMLIX) Weakness What we are cautious about Congress Large Cap Growth I (CMLIX) Fund

Data for Congress Large Cap Growth I Fund (CMLIX) as of May 30, 2016

  • Congress Large Cap Growth I Fund (CMLIX) has a less-than-ideal mid-term performance (3-year return 10.17% vs 10.74% Large Growth category median performance)
  • Congress Large Cap Growth I Fund (CMLIX) has a less-than-ideal Long-term performance (5-year return 9.40% vs 10.14% Large Growth category median performance)
  • Congress Large Cap Growth I Fund (CMLIX) has a Morningstar rating of 3 and below
  • Congress Large Cap Growth I Fund (CMLIX) is less safe compared to its Large Growth peers
See Congress Large Cap Growth I Fund (CMLIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Congress Large Cap Growth I Fund (CMLIX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Congress Large Cap Growth I1.64-1.7010.179.40
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Congress Large Cap Growth I Fund (CMLIX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Congress Large Cap Growth I Fund (CMLIX) Net Asset TrackingCongress Large Cap Growth I (CMLIX) Fund Net Asset

Track net asset change of Congress Large Cap Growth I fund (CMLIX)

DateNet Asset
05/2016$46.26M
03/2016$46.27M
02/2016$43.79M
More historic net asset information on Congress Large Cap Growth I Fund (CMLIX)

  

Graph of Congress Large Cap Growth I Fund (CMLIX) Portfolio TrackingCongress Large Cap Growth I (CMLIX) Fund Portfolio Allocation

Track portfolio allocation change of Congress Large Cap Growth I fund (CMLIX)

DateCashStockBondOther
04/20161.28%98.72%0%0%
03/20164.45%95.54%0%0.01%
01/20164.37%95.63%0%0%
Click here to see more historic asset allocation information on Congress Large Cap Growth I Fund (CMLIX)

 

graph of Congress Large Cap Growth I Fund (CMLIX) Top 10 Position TrackingTop 10 Holdings in Congress Large Cap Growth I (CMLIX) Fund

Discover what Congress Large Cap Growth I Fund (CMLIX) manager is buying

Apr 29, 2016
UnitedHealth Group Incorporated [3.2%]
Home Depot, Inc. (The) Common S [3.11%]
Adobe Systems Incorporated [2.97%]
Visa Inc. [2.88%]
Illinois Tool Works Inc. Common [2.79%]
PPG Industries, Inc. Common Sto [2.73%]
Clorox Company (The) Common Sto [2.72%]
Starbucks Corporation [2.71%]
Schlumberger N.V. Common Stock [2.68%]
Accenture plc Class A Ordinary [2.67%]

Mar 30, 2016
UnitedHealth Group Incorporated [3.09%]
Apple Inc. [3.06%]
Home Depot, Inc. (The) Common S [3.05%]
Adobe Systems Incorporated [2.92%]
Microsoft Corporation [2.86%]
Starbucks Corporation [2.84%]
Visa Inc. [2.81%]
PPG Industries, Inc. Common Sto [2.72%]
Illinois Tool Works Inc. Common [2.7%]
Clorox Company (The) Common Sto [2.69%]

Jan 30, 2016
Starbucks Corporation [3.02%]
Home Depot, Inc. (The) Common S [3.01%]
Microsoft Corporation [2.98%]
Adobe Systems Incorporated [2.9%]
UnitedHealth Group Incorporated [2.88%]
Clorox Company (The) Common Sto [2.88%]
Visa Inc. [2.86%]
Apple Inc. [2.86%]
Costco Wholesale Corporation [2.63%]
Intercontinental Exchange Inc. [2.62%]
Click here for Stock Holding Change Map in Congress Large Cap Growth I Fund (CMLIX)

  

Latest News on Congress Large Cap Growth I (CMLIX) Fund

See what is happening with Congress Large Cap Growth I Fund (CMLIX)

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Congress Large Cap Growth I Fund (CMLIX) Related ResourcesSee more information on Congress Large Cap Growth I (CMLIX) Fund

Popular pages on Congress Large Cap Growth I (CMLIX) Fund

  

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