Congress Mutual Funds List
Here you can find all mutual funds issued by Congress and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 0.82%
- Avg. 1 Year Return
- 19.50%
- Avg. 5 Year Return
- 8.69%
- Median Risk/Return Score
- 18 / 100
Congress Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Congress Large Cap Growth Fund | Large Cap Growth Equities | Mar 15, 1928 | 0.68% | 7.13% | 16.64% | 6.80% | 23 | ||||||||
| Congress Small Cap Growth Fund | Small Cap Growth Equities | Dec 9, 1999 | 1.00% | 12.52% | 16.29% | 2.08% | 18 | ||||||||
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | Oct 31, 2012 | 0.79% | 14.50% | 11.84% | 11.59% | 10 |
Explore top Congress Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Congress Mutual funds by Risk/Return Score
The top Congress Mutual funds by PortfoliosLab Risk/Return Score are CMLIX (23) and CSMCX (18).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Congress Large Cap Growth Fund | 23 | — | Mar 1928 | |
| Congress Small Cap Growth Fund | 18 | — | Dec 1999 | |
| Congress Mid Cap Growth Fund | 10 | — | Oct 2012 |
Best-Performing Congress Mutual funds Over 5 Years
The top Congress Mutual funds is CMLIX (12.55%).
Across the lineup, Congress Mutual funds show an average 1-year return of 19.50% and an average 5-year return of 8.69%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Congress Large Cap Growth Fund | 12.55% | — | Mar 1928 | |
| Congress Small Cap Growth Fund | 8.51% | — | Dec 1999 | |
| Congress Mid Cap Growth Fund | 5.00% | — | Oct 2012 |
Lowest-Cost Congress Mutual funds
The top Congress Mutual funds is CMLIX (0.68%).
With an average expense ratio of 0.82%, Congress Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Congress Large Cap Growth Fund | 0.68% | — | Mar 1928 | |
| Congress Mid Cap Growth Fund | 0.79% | — | Oct 2012 | |
| Congress Small Cap Growth Fund | 1.00% | — | Dec 1999 |
Highest-Yield Congress Mutual funds
The top Congress Mutual funds is IMIDX (11.59%).
Across the lineup, Congress Mutual funds show an average dividend yield of 6.82%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Congress Mid Cap Growth Fund | 11.59% | — | Oct 2012 | |
| Congress Large Cap Growth Fund | 6.80% | — | Mar 1928 | |
| Congress Small Cap Growth Fund | 2.08% | — | Dec 1999 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.