Congress Mid Cap Fund Net Income
| IMIDX Fund | USD 20.65 0.22 1.08% |
As of the 16th of February 2026, Congress Mid shows the Mean Deviation of 1.18, risk adjusted performance of 0.0999, and Downside Deviation of 1.08. Congress Mid Cap technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the entity's future prices.
Congress Mid's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Congress Mid's valuation are provided below:Congress Mid Cap does not presently have any fundamental signals for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Congress |
Congress Mid 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Congress Mid's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Congress Mid.
| 11/18/2025 |
| 02/16/2026 |
If you would invest 0.00 in Congress Mid on November 18, 2025 and sell it all today you would earn a total of 0.00 from holding Congress Mid Cap or generate 0.0% return on investment in Congress Mid over 90 days. Congress Mid is related to or competes with American Beacon, Wells Fargo, Blackrock, Ivy Small, Amg Gwk, Applied Finance, and Simt Tax-managed. The fund invests at least 80 percent of its net assets in equity securities of mid-capitalization companies More
Congress Mid Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Congress Mid's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Congress Mid Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.08 | |||
| Information Ratio | 0.0852 | |||
| Maximum Drawdown | 18.01 | |||
| Value At Risk | (1.82) | |||
| Potential Upside | 1.62 |
Congress Mid Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Congress Mid's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Congress Mid's standard deviation. In reality, there are many statistical measures that can use Congress Mid historical prices to predict the future Congress Mid's volatility.| Risk Adjusted Performance | 0.0999 | |||
| Jensen Alpha | 0.1713 | |||
| Total Risk Alpha | 0.0848 | |||
| Sortino Ratio | 0.1798 | |||
| Treynor Ratio | 0.1833 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Congress Mid's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Congress Mid February 16, 2026 Technical Indicators
| Cycle Indicators | ||
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| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0999 | |||
| Market Risk Adjusted Performance | 0.1933 | |||
| Mean Deviation | 1.18 | |||
| Semi Deviation | 0.865 | |||
| Downside Deviation | 1.08 | |||
| Coefficient Of Variation | 863.96 | |||
| Standard Deviation | 2.29 | |||
| Variance | 5.23 | |||
| Information Ratio | 0.0852 | |||
| Jensen Alpha | 0.1713 | |||
| Total Risk Alpha | 0.0848 | |||
| Sortino Ratio | 0.1798 | |||
| Treynor Ratio | 0.1833 | |||
| Maximum Drawdown | 18.01 | |||
| Value At Risk | (1.82) | |||
| Potential Upside | 1.62 | |||
| Downside Variance | 1.17 | |||
| Semi Variance | 0.7483 | |||
| Expected Short fall | (1.55) | |||
| Skewness | 5.21 | |||
| Kurtosis | 35.8 |
Congress Mid Cap Backtested Returns
Congress Mid appears to be very steady, given 3 months investment horizon. Congress Mid Cap secures Sharpe Ratio (or Efficiency) of 0.16, which signifies that the fund had a 0.16 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Congress Mid Cap, which you can use to evaluate the volatility of the entity. Please makes use of Congress Mid's Mean Deviation of 1.18, downside deviation of 1.08, and Risk Adjusted Performance of 0.0999 to double-check if our risk estimates are consistent with your expectations. The fund shows a Beta (market volatility) of 1.39, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Congress Mid will likely underperform.
Auto-correlation | 0.44 |
Average predictability
Congress Mid Cap has average predictability. Overlapping area represents the amount of predictability between Congress Mid time series from 18th of November 2025 to 2nd of January 2026 and 2nd of January 2026 to 16th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Congress Mid Cap price movement. The serial correlation of 0.44 indicates that just about 44.0% of current Congress Mid price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.44 | |
| Spearman Rank Test | 0.44 | |
| Residual Average | 0.0 | |
| Price Variance | 0.11 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Congress Mid Cap reported net income of 0.0. This indicator is about the same for the Congress average (which is currently at 0.0) family and about the same as Mid-Cap Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Congress Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Congress Mid's current stock value. Our valuation model uses many indicators to compare Congress Mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Congress Mid competition to find correlations between indicators driving Congress Mid's intrinsic value. More Info.Congress Mid Cap is currently considered the top fund in price to earning among similar funds. It also is currently considered the top fund in price to book among similar funds fabricating about 0.20 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Congress Mid Cap is roughly 4.88 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Congress Mid's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Congress Mid
The fund invests 99.31% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.69%) .Asset allocation divides Congress Mid's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Congress Fundamentals
| Price To Earning | 20.79 X | ||||
| Price To Book | 4.26 X | ||||
| Price To Sales | 2.26 X | ||||
| Total Asset | 392.38 M | ||||
| Year To Date Return | 8.06 % | ||||
| One Year Return | 1.60 % | ||||
| Three Year Return | 4.07 % | ||||
| Five Year Return | 1.97 % | ||||
| Net Asset | 418.27 M | ||||
| Minimum Initial Investment | 500 K | ||||
| Cash Position Weight | 0.69 % | ||||
| Equity Positions Weight | 99.31 % |
About Congress Mid Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Congress Mid Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Congress Mid using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Congress Mid Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |