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Congress Large Cap Growth Fund Retail Class: (MF: CAMLX)
(NASDAQ Mutual Funds) As of Aug 5, 2025 08:00 PM ET
$49.55 USD
-0.53 (-1.06%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.42 | 47 |
| 3 months | 13.20 | 34 |
| 6 months | 5.42 | 47 |
| 1 Year | 10.22 | 68 |
| 3 Year | 19.54 | 31 |
| 5 Year | 13.53 | 55 |
| 10 Year | 13.59 | 19 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 10.22 |
| 5 Year | 13.52 |
| 10 Year | 13.60 |
| Since Inception | 14.31 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.86 | 13.20 | NA | NA |
| 2024 | 9.78 | 5.10 | 2.15 | 2.34 |
| 2023 | 6.46 | 12.11 | -1.39 | 12.10 |
| 2022 | -10.59 | -17.61 | -4.74 | 6.86 |
| 2021 | 1.31 | 10.58 | 0.73 | 11.21 |
| 2020 | -12.75 | 26.13 | 10.09 | 8.44 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.42 | 20.63 | 31.95 | -25.01 | 25.52 | 31.37 | 34.62 | -0.11 | 25.24 | 4.45 | 1.77 |
| % Total Return Rel to Index | -0.78 | -4.38 | 5.70 | -6.81 | -3.15 | 12.97 | 3.13 | 4.27 | 3.45 | -7.47 | 0.38 |
| % Total Return Rel to Peer | 0.28 | 1.24 | 8.95 | -5.31 | 3.46 | 11.46 | 6.19 | 6.74 | 4.56 | -3.36 | 3.37 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 3.00 | 2.00 | 1.00 | 1.00 | 2.00 | 4.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.08 | 0.10 | 0.00 | 0.01 | 0.07 | 0.14 | 0.02 | 0.11 | 0.08 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.30 | 0.00 | 0.03 | 0.21 | 0.50 | 0.10 | 0.50 | 0.36 |
| Capital Gains ($) | 0.00 | 2.74 | 1.27 | 1.13 | 4.49 | 3.20 | 2.32 | 1.47 | 0.38 | 0.08 | 0.57 |
| Expense Ratio | 0.00 | 0.93 | 0.94 | 0.94 | 0.93 | 0.95 | 0.96 | 0.99 | 0.94 | 1.00 | 1.00 |
* 1 = Top 20%, 5 = Bottom 20%