Congress Large Cap Fund Quote
| CMLIX Fund | USD 50.59 0.14 0.28% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Congress Large is trading at 50.59 as of the 26th of November 2024; that is 0.28 percent up since the beginning of the trading day. The fund's open price was 50.45. Congress Large has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Congress Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of May 2024 and ending today, the 26th of November 2024. 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 | 30th of September 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Congress Large Cap [CMLIX] is traded in USA and was established 26th of November 2024. 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 441.91 M in assets under management (AUM) with no minimum investment requirementsCongress Large Cap is currently producing year-to-date (YTD) return of 23.29% with the current yeild of 0.0%, while the total return for the last 3 years was 7.65%.
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.
Top Congress Large Cap Mutual Fund Constituents
| ROK | Rockwell Automation | Stock | Industrials | |
| ABBV | AbbVie Inc | Stock | Health Care | |
| ADI | Analog Devices | Stock | Information Technology | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| VRSK | Verisk Analytics | Stock | Industrials | |
| AAPL | Apple Inc | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
Congress Large Cap Risk Profiles
| Mean Deviation | 0.6143 | |||
| Semi Deviation | 0.858 | |||
| Standard Deviation | 0.8957 | |||
| Variance | 0.8023 |
Congress Large Against Markets
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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