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Congress Mid Cap Growth Fd Retail Cl: (MF: CMIDX)
(NASDAQ Mutual Funds) As of Feb 11, 2026 04:40 PM ET
$19.74 USD
+0.17 (0.87%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jan 31, 2026
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.34 | 27 |
| 3 months | -3.16 | 80 |
| 6 months | -2.10 | 91 |
| 1 Year | -5.71 | 96 |
| 3 Year | 2.73 | 98 |
| 5 Year | 2.19 | 93 |
| 10 Year | 9.75 | 87 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jan 31, 2026
| 1 Year | -5.21 |
| 5 Year | 1.52 |
| 10 Year | 8.84 |
| Since Inception | 10.15 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.40 | 10.39 | 3.41 | -7.33 |
| 2024 | 8.86 | -5.72 | 2.64 | -1.05 |
| 2023 | 6.86 | 4.46 | -6.06 | 10.43 |
| 2022 | -13.19 | -17.55 | -4.73 | 6.98 |
| 2021 | 7.38 | 7.78 | 3.93 | 7.44 |
Annual Return
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.33 | -5.21 | 4.24 | 15.80 | -27.05 | 29.25 | 30.27 | 34.09 | -5.21 | 15.58 | 13.08 |
| % Total Return Rel to Index | 0.00 | -23.43 | -20.78 | -10.44 | -8.85 | 0.57 | 11.87 | 2.60 | -0.82 | -6.21 | 1.14 |
| % Total Return Rel to Peer | 0.00 | -17.93 | -15.15 | -7.19 | -7.35 | 7.19 | 10.35 | 5.67 | 1.64 | -5.09 | 5.26 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 0.00 | 4.00 | 4.00 | 1.00 | 2.00 | 2.00 | 3.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 |
| Capital Gains ($) | 0.00 | 2.53 | 3.15 | 1.54 | 1.30 | 4.00 | 0.58 | 1.19 | 0.52 | 0.00 | 0.15 |
| Expense Ratio | 0.00 | 1.08 | 1.05 | 1.04 | 1.03 | 1.04 | 1.05 | 1.08 | 1.08 | 1.03 | 1.00 |
* 1 = Top 20%, 5 = Bottom 20%