IMIDX Mutual Fund

IMIDX Mutual Fund

NAV$20.78
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Fund Essentials - as of Aug 31, 2026

Net Assets
$318M
Expense Ratio
0.82%
Dividend Yield (Current)
-
Holdings
42
Inception Date
Oct 31, 2012
Fund Family
Congress Asset Management Company
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+7.08%
1 Year+0.59%
3 Year+4.73%
5 Year-0.94%
10 Year+9.14%

Asset Allocation

Stocks: 99.47%
Cash: 0.53%
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Top Holdings

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TickerNameWeight
CASYCaseys General8.66%
MPWRMonolithic Power Systems Inc8.65%
RJFRaymond James Financial Inc.7.30%
CRCrane Co7.26%
CWCurtiss-wright Corp6.77%
Top 10 Concentration: 62.24%Report Date: Aug 31, 2026
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Dividend Summary

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Latest Distribution
$4.00
-

Peer Comparison

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

IMIDX Mutual Fund Overview

IMIDX Mutual Fund (Congress Mid Cap Growth Fund Institutional Class) is managed by Congress Asset Management Company with $318.1M in net assets. IMIDX expense ratio is 0.82%, holding 42 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2012-10-31.

IMIDX performance shows a YTD return of 7.08%. The 1-year return is 0.59% and the 5-year return is -0.94%.

IMIDX top holdings include Caseys General (8.7%), Monolithic Power Systems Inc (8.7%), Raymond James Financial Inc. (7.3%), Crane Co (7.3%), Curtiss-wright Corp (6.8%). Go to all IMIDX holdings, IMIDX sectors, or IMIDX dividends.

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