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Congress Small Cap Growth Fund (CSMCX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 4, 2026

The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks of small cap companies. The advisor defines small cap companies as those companies with market capitalizations not exceeding the highest market capitalization in the Russell 2000 Growth Index during the preceding 12 months. It may invest in companies across all sectors of the economy, but may favor companies in particular sectors or industries at different times.

Looking to diversify beyond CSMCX? The mutual funds below have the lowest correlation with CSMCX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from CSMCX.

Best Diversifiers for CSMCX

0 mutual funds have low correlation with CSMCX (below 0.3), 0 of which are negatively correlated. The least correlated is Amana Mutual Funds Trust Growth Fund (AMAGX) (Large Cap Growth Equities) with a 1Y correlation of 0.72, roughly unchanged from 0.78 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
AMAGX
Amana Mutual Funds Trust Growth Fund0.720.710.78
69
Large Cap Growth EquitiesCSMCX vs AMAGX
DMCRX
Driehaus Micro Cap Growth Fund0.740.810.85
80
Small Cap Growth EquitiesCSMCX vs DMCRX
CTSIX
Calamos Timpani Small Cap Growth Fund0.800.840.87
75
Small Cap Growth EquitiesCSMCX vs CTSIX
HRSMX
Hood River Small-Cap Growth Fund0.810.850.89
88
Small Cap Growth EquitiesCSMCX vs HRSMX
OBMCX
Oberweis Micro Cap Fund0.810.860.89
90
Small Cap Growth EquitiesCSMCX vs OBMCX
See all 15 diversifiers for CSMCX

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