CSMVX Mutual Fund

CSMVX Mutual Fund (Congress Small Cap Growth Fund Retail Class) is managed by Congress Asset Management Company with $161.2M in net assets. CSMVX expense ratio is 1.26%, holding 45 positions across sectors including Health Care, Information Technology, Industrials. Inception date: 2000-02-24.

CSMVX performance shows a YTD return of 10.28%. The 1-year return is 7.52% and the 5-year return is 10.08%.

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

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