CAMLX Mutual Fund

CAMLX Mutual Fund

NAV$53.45
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Fund Essentials - as of Aug 31, 2026

Net Assets
$2M
Expense Ratio
0.91%
Dividend Yield (Current)
-
Holdings
41
Inception Date
Mar 31, 2009
Fund Family
Congress Asset Management Company
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+6.98%
1 Year+6.93%
3 Year+15.45%
5 Year+8.41%
10 Year+14.89%

Asset Allocation

Stocks: 99.57%
Cash: 0.43%
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Top Holdings

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TickerNameWeight
AAPLApple, Inc9.10%
NVDANvidia Corp9.05%
MSFTMicrosoft Corp7.50%
GOOGLAlphabet Inc6.61%
AMZNAmazon.Com Inc5.31%
Top 10 Concentration: 55.55%Report Date: Aug 31, 2026
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Dividend Summary

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Latest Distribution
$4.50
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

CAMLX Mutual Fund Overview

CAMLX Mutual Fund (Congress Large Cap Growth Fund Retail Class) is managed by Congress Asset Management Company with $2.5M in net assets. CAMLX expense ratio is 0.91%, holding 41 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2009-03-31.

CAMLX performance shows a YTD return of 6.98%. The 1-year return is 6.93% and the 5-year return is 8.41%.

CAMLX top holdings include Apple, Inc (9.1%), Nvidia Corp (9.1%), Microsoft Corp (7.5%), Alphabet Inc (6.6%), Amazon.Com Inc (5.3%). Go to all CAMLX holdings, CAMLX sectors, or CAMLX dividends.

CAMLX can be compared against other funds. Use CAMLX overlap to find shared positions, or CAMLX vs another fund for a side-by-side view. CAMLX alternatives are available via the screener, along with tax-loss harvesting opportunities.