CSMCX Mutual Fund

CSMCX Mutual Fund (Congress Small Cap Growth Fund Institutional Class) is managed by Congress Asset Management Company with $1.85B in net assets. CSMCX expense ratio is 1.01%, holding 41 positions across sectors including Consumer Discretionary, Industrials, Materials. Inception date: 1999-12-09.

CSMCX performance shows a YTD return of 19.32%. The 1-year return is 27.26% and the 5-year return is 12.40%. CSMCX dividend yield stands at 1.93%, paid annually.

CSMCX top holdings include Nova Measuring Instruments Ltd. (3.8%), Boot Barn Holdings Inc (2.8%), Aerovironment Inc (2.5%), Balchem Corp (2.0%), First American Treasury Obligations Fund (0.8%). View all CSMCX holdings, sector breakdown, or dividend history.

CSMCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CSMCX alternatives are available via the screener, along with tax-loss harvesting opportunities.