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Congress Small Cap Growth Fund - Retail Class: (MF: CSMVX)
(NASDAQ Mutual Funds) As of Aug 9, 2024 08:00 PM ET
$37.68 USD
-0.18 (-0.48%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in February 2000 and is managed by Century Capital Management, LLC. The fund seeks long-term capital growth. The fund seeks to achieve its investment objective by investing primarily in a diversified portfolio of common and preferred stocks, and securities convertible into common stock, of companies with small market capitalizations that exhibit attractive growth and valuation characteristics. The fund typically invests at least 80% of its total assets in securities of issuers based in North America, including Bermuda. The fund distributes dividends and capital gains, if any, annually in December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Congress Small Cap Growth Retail | CSMVX | NA | NA | 0.00 | 0.25 | 0.85 | 1.25 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Century Small Cap Select Inv | CSMVX | 37.68 | 2/24/2000 | 0.00 | 9.22 | 2.90 | 13.81 |
| Century Small Cap Select Inst | CSMCX | 42.19 | 12/17/1999 | 0.00 | 9.47 | 3.15 | 14.09 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Congress Small Cap Growth Retail | CSMVX | 2000 | 0 | 2000 | A |
Contact Information
| Family | Congress Funds |
| Address | 2 Seaport Lane Boston, MA 02210 |
| Phone | 888 688-1299 |