Congress Mid Cap Growth Fund (IMIDX)
The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of mid-capitalization companies. It invests primarily in publicly traded stocks of U.S. companies which the Advisor considers to have a mid-size market capitalization. The adviser defines mid-capitalization companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell Midcap Growth Index.
Fund Info
| ISIN | US74316J4581 |
|---|---|
| CUSIP | 74316J458 |
| Issuer | Congress |
| Inception Date | Oct 31, 2012 |
| Category | Mid Cap Growth Equities |
| Min. Investment | $100,000 |
| Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Growth |
Expense Ratio
IMIDX features an expense ratio of 0.79%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: IMIDX vs. VLIFX, IMIDX vs. AGGU.L, IMIDX vs. OEGYX, IMIDX vs. DGRO, IMIDX vs. SPY, IMIDX vs. FSPGX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Congress Mid Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Congress Mid Cap Growth Fund had a return of -0.32% year-to-date (YTD) and 7.00% in the last 12 months. Over the past 10 years, Congress Mid Cap Growth Fund had an annualized return of 9.99%, while the S&P 500 had an annualized return of 10.55%, indicating that Congress Mid Cap Growth Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -0.32% | 13.39% |
| 1 month | 3.46% | 4.02% |
| 6 months | -6.90% | 5.56% |
| 1 year | 7.00% | 21.51% |
| 5 years (annualized) | 9.16% | 12.69% |
| 10 years (annualized) | 9.99% | 10.55% |
Monthly Returns
The table below presents the monthly returns of IMIDX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.04% | 5.32% | 3.47% | -7.53% | 2.30% | -0.28% | 0.95% | 0.90% | -0.32% | ||||
| 2023 | 9.09% | -1.87% | -0.08% | -1.57% | -1.52% | 7.87% | 1.98% | -3.07% | -4.93% | -4.89% | 8.25% | 7.48% | 16.29% |
| 2022 | -11.17% | -0.35% | -1.91% | -9.22% | -1.44% | -7.78% | 11.39% | -5.42% | -9.51% | 5.30% | 7.17% | -5.22% | -26.94% |
| 2021 | 0.07% | 3.46% | 3.82% | 4.37% | -0.69% | 4.05% | 4.44% | 4.17% | -4.42% | 7.96% | -2.39% | 1.88% | 29.42% |
| 2020 | 0.68% | -6.77% | -14.75% | 12.51% | 10.97% | 0.95% | 7.96% | 3.77% | -1.72% | 0.53% | 10.18% | 6.15% | 30.57% |
| 2019 | 7.24% | 6.97% | 2.36% | 4.06% | -6.73% | 7.67% | 1.12% | -1.07% | 0.37% | 2.24% | 4.56% | 2.10% | 34.48% |
| 2018 | 4.99% | -3.94% | -0.11% | -1.47% | 1.92% | 0.05% | 3.46% | 4.41% | -0.53% | -8.20% | 4.31% | -8.75% | -4.98% |
| 2017 | 2.34% | 3.91% | 0.46% | -0.81% | 0.75% | 2.88% | 1.51% | -1.93% | 2.53% | 2.08% | 2.79% | -1.48% | 15.91% |
| 2016 | -4.90% | 2.03% | 6.89% | -0.47% | 3.61% | 0.13% | 3.86% | -1.12% | -1.32% | -3.05% | 6.03% | 1.59% | 13.37% |
| 2015 | -2.67% | 6.76% | 0.40% | -1.84% | 2.21% | -0.78% | 1.78% | -5.38% | -4.11% | 5.79% | 1.35% | -2.63% | 0.11% |
| 2014 | -3.67% | 5.57% | -0.29% | -2.32% | 0.44% | 2.66% | -2.81% | 5.26% | -1.83% | 4.01% | 3.72% | 0.73% | 11.47% |
| 2013 | 5.90% | 0.46% | 2.87% | 0.90% | 2.85% | -0.26% | 7.03% | -1.62% | 4.95% | 3.93% | 1.89% | 2.52% | 35.89% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IMIDX is 5, indicating that it is in the bottom 5% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Congress Mid Cap Growth Fund (IMIDX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Congress Mid Cap Growth Fund granted a 6.29% dividend yield in the last twelve months. The annual payout for that period amounted to $1.54 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.54 | $1.54 | $1.31 | $4.00 | $0.58 | $1.20 | $0.52 | $0.01 | $0.18 | $0.12 | $0.58 | $0.21 |
Dividend yield | 6.29% | 6.27% | 5.80% | 12.29% | 2.06% | 5.41% | 2.99% | 0.04% | 1.11% | 0.80% | 3.96% | 1.54% |
Monthly Dividends
The table displays the monthly dividend distributions for Congress Mid Cap Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.54 | $1.54 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.31 | $1.31 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.00 | $4.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.58 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.20 | $1.20 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.52 | $0.52 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.58 |
| 2013 | $0.21 | $0.21 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Congress Mid Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Congress Mid Cap Growth Fund was 35.15%, occurring on Mar 23, 2020. Recovery took 87 trading sessions.
The current Congress Mid Cap Growth Fund drawdown is 17.64%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.15% | Feb 20, 2020 | 23 | Mar 23, 2020 | 87 | Jul 27, 2020 | 110 |
| -34.88% | Nov 17, 2021 | 229 | Oct 14, 2022 | — | — | — |
| -20.2% | Sep 17, 2018 | 69 | Dec 24, 2018 | 59 | Mar 21, 2019 | 128 |
| -15.72% | Aug 18, 2015 | 123 | Feb 11, 2016 | 75 | May 31, 2016 | 198 |
| -9.74% | Jan 29, 2018 | 9 | Feb 8, 2018 | 123 | Aug 6, 2018 | 132 |
Volatility
Volatility Chart
The current Congress Mid Cap Growth Fund volatility is 5.79%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.