CSMCX Mutual Fund

CSMCX Mutual Fund (Congress Small Cap Growth Fund Institutional Class) is managed by Congress Asset Management Company with $1.84B in net assets. CSMCX expense ratio is 1.01%, holding 45 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 1999-12-09.

CSMCX performance shows a YTD return of 14.49%. The 1-year return is 15.14% and the 5-year return is 10.03%. CSMCX dividend yield stands at 2.04%, paid annually.

CSMCX top holdings include Ligand Pharmaceuticals, Inc. (3.7%), Brinker International, Inc. (3.5%), Moog Inccommon Stock (3.4%), Tg Therapeutics Inc Common Stock (3.4%), Repligen Corp (3.4%). Go to all CSMCX holdings, CSMCX sectors, or CSMCX dividends.

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