Congress Small Cap Growth Retail (CSMVX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Congress Small Cap Growth Retail
Milwaukee, WI 53202
615 EAST MICHIGAN STREET
Professionally Managed Portfolios
Management information
Gregg A. O’Keefe,Lead manager since 14 September 2017
Mr. O’Keefe is a Chartered Financial Analyst charter holder, serves as Executive Vice President of and as a Portfolio Manager for Congress Asset Management Company, LLP. Prior to joining Congress in 1986, Mr. O’Keefe served as an Analyst for Trustee & Investors Co., Inc. Mr. O’Keefe holds a Bachelor of Science in Business Administration degree in Accounting from Boston University and a Master of Business Administration degree in Finance from Boston College.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategorySmall Growth
Fund familyCongress
Net assets1.05B
YTD return7.51%
Yield0.00%
Morningstar rating★★★★★
Inception date8 Dec 1999
Fund operations
Last dividend0.19
Last cap gain-3.00
Holdings turnover32.00%
Average for categoryN/A
Fees and expenses
ExpenseCSMVXCategory average
Annual report expense ratio (net)1.26%1.21%
Prospectus net expense ratio1.26%N/A
Prospectus gross expense ratio1.33%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.40%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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