Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
Congress Large Cap Growth Retail CAMLX
- NAV / 1-Day Return 47.57 / +0.19 %
- Total Assets 543.1 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.940%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.17%
- Turnover 22%
USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:16 PM GMT+0
Morningstar’s Analysis CAMLX
Will CAMLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 46.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 7.30 | 39.7 Mil | Technology |
Microsoft Corp | 6.65 | 36.2 Mil | Technology |
NVIDIA Corp | 5.28 | 28.7 Mil | Technology |
Amazon.com Inc | 5.11 | 27.8 Mil | Consumer Cyclical |
Costco Wholesale Corp | 4.41 | 24.0 Mil | Consumer Defensive |
Eli Lilly and Co | 4.27 | 23.2 Mil | Healthcare |
Visa Inc Class A | 3.76 | 20.5 Mil | Financial Services |
Alphabet Inc Class A | 3.72 | 20.3 Mil | Communication Services |
The Home Depot Inc | 3.08 | 16.8 Mil | Consumer Cyclical |
Intuit Inc | 3.07 | 16.7 Mil | Technology |