CMLIX Mutual Fund
CMLIX Mutual Fund
CMLIX Mutual Fund
Congress Large Cap Growth Fund Institutional Class
CMLIX Mutual Fund Overview
CMLIX Mutual Fund (Congress Large Cap Growth Fund Institutional Class) is managed by Congress Asset Management Company with $565.0M in net assets. CMLIX expense ratio is 0.66%, holding 40 positions across sectors including Information Technology, Industrials. Inception date: 1928-03-15.
CMLIX performance shows a YTD return of 4.31%. The 1-year return is 11.43% and the 5-year return is 8.98%. CMLIX dividend yield stands at 6.97%, paid annually.
CMLIX top holdings include Apple Inc (7.8%), Amazon.Com Inc (7.0%), Ge Vernova Inc. (2.8%), Amphenol Corp. Class A (1.0%). View all CMLIX holdings, sector breakdown, or dividend history.
CMLIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CMLIX alternatives are available via the screener, along with tax-loss harvesting opportunities.