Congress Mid Cap Fund Quote
| IMIDX Fund | USD 23.97 0.22 0.93% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Congress Mid is trading at 23.97 as of the 31st of January 2025; that is 0.93 percent up since the beginning of the trading day. The fund's open price was 23.75. Congress Mid has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of mid-capitalization companies. It invests primarily in publicly traded stocks of U.S. companies which the Advisor considers to have a mid-size market capitalization. The adviser defines mid-capitalization companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell Midcap Growth Index.. More on Congress Mid Cap
Moving together with Congress Mutual Fund
Congress Mutual Fund Highlights
| Fund Concentration | Congress Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Congress (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Congress Mid Cap [IMIDX] is traded in USA and was established 31st of January 2025. Congress Mid is listed under Congress category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Congress family. This fund currently has accumulated 1.35 B in assets under management (AUM) with minimum initial investment of 500 K. Congress Mid Cap is currently producing year-to-date (YTD) return of 6.51%, while the total return for the last 3 years was 2.21%.
Check Congress Mid 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 Mid 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 Mid Cap Mutual Fund Constituents
| JKHY | Jack Henry Associates | Stock | Financials | |
| CRI | Carters | Stock | Consumer Discretionary | |
| LW | Lamb Weston Holdings | Stock | Consumer Staples | |
| ETSY | Etsy Inc | Stock | Consumer Discretionary | |
| HZNP | Horizon Pharma PLC | Stock | Health Care | |
| CIEN | Ciena Corp | Stock | Information Technology | |
| TDY | Teledyne Technologies Incorporated | Stock | Industrials | |
| KEYS | Keysight Technologies | Stock | Information Technology |
Congress Mid Cap Risk Profiles
| Mean Deviation | 0.953 | |||
| Standard Deviation | 1.86 | |||
| Variance | 3.46 | |||
| Risk Adjusted Performance | (0.04) |
Congress Mid Against Markets
Other Information on Investing in Congress Mutual Fund
Congress Mid 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 Mid security.
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