Congress Large Cap Fund Quote
| CMLIX Fund | USD 48.14 0.18 0.38% |
PerformanceWeak
| Odds Of DistressLow
|
Congress Large is trading at 48.14 as of the 19th of February 2026; that is 0.38 percent up since the beginning of the trading day. The fund's open price was 47.96. Congress Large has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 21st of November 2025 and ending today, the 19th of February 2026. Click here to learn more.
The adviser attempts to achieve the funds investment objective by investing at least 80 percent of its net assets in equity securities of large-capitalization companies. The adviser defines large-capitalization companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell 1000 Growth Index.. More on Congress Large Cap
Moving together with Congress Mutual Fund
Congress Mutual Fund Highlights
| Fund Concentration | Congress Funds, Large Growth Funds, Large Growth, Congress, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 28th of February 2025 |
| Fiscal Year End | October |
Congress Large Cap [CMLIX] is traded in USA and was established 19th of February 2026. Congress Large is listed under Congress category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Congress family. This fund currently has accumulated 576.37 M in assets under management (AUM) with no minimum investment requirementsCongress Large Cap is currently producing year-to-date (YTD) return of 0.02%, while the total return for the last 3 years was 17.95%.
Check Congress Large Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Congress Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Congress Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Congress Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Congress Large Cap Risk Profiles
| Mean Deviation | 0.6646 | |||
| Standard Deviation | 0.8408 | |||
| Variance | 0.707 | |||
| Risk Adjusted Performance | (0.05) |
Congress Large Against Markets
Congress Mutual Fund Analysis Notes
The fund generated returns of 10.0% over the last ten years. Congress Large Cap holds 97.71% of assets under management (AUM) in equities. This fund last dividend was 0.1 per share. Large Growth For more info on Congress Large Cap please contact the company at 800-303-1928.Congress Large Cap Investment Alerts
| The fund holds 97.71% of its assets under management (AUM) in equities |
Top Congress Large Cap Mutual Fund Constituents
| ROK | Rockwell Automation | Stock | |
| ABBV | AbbVie Inc | Stock | |
| ADI | Analog Devices | Stock | |
| SCHW | Charles Schwab Corp | Stock | |
| FB | ProShares Trust ProShares | Etf | |
| VRSK | Verisk Analytics | Stock | |
| AAPL | Apple Inc | Stock | |
| V | Visa Class A | Stock | |
| UNH | UnitedHealth Group Incorporated | Stock | |
| PYPL | PayPal Holdings | Stock | |
| MSFT | Microsoft | Stock | |
| MCO | Moodys | Stock | |
| INTU | Intuit Inc | Stock | |
| IDXX | IDEXX Laboratories | Stock | |
| HD | The Home Depot | Stock | |
| GOOGL | Alphabet Inc Class A | Stock | |
| AMZN | Amazon Inc | Stock | |
| AMT | American Tower Corp | Stock | |
| ADBE | Adobe Systems Incorporated | Stock | |
| ABT | Abbott Laboratories | Stock | |
| EA | Electronic Arts | Stock | |
| GOOG | Alphabet Inc Class C | Stock | |
| CTSH | Cognizant Technology Solutions | Stock | |
| ITW | Illinois Tool Works | Stock | |
| BWA | BorgWarner | Stock | |
| CTAS | Cintas | Stock |
Congress Large Outstanding Bonds
Congress Large issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Congress Large Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Congress bonds can be classified according to their maturity, which is the date when Congress Large Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Congress Large Predictive Daily Indicators
Congress Large intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Congress Large mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 48.14 | |||
| Day Typical Price | 48.14 | |||
| Price Action Indicator | 0.09 | |||
| Period Momentum Indicator | 0.18 | |||
| Relative Strength Index | 51.0 |
Congress Large Forecast Models
Congress Large's time-series forecasting models are one of many Congress Large's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Congress Large's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Other Information on Investing in Congress Mutual Fund
Congress Large financial ratios help investors to determine whether Congress Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Congress with respect to the benefits of owning Congress Large security.
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