CSMVX Mutual Fund

CSMVX Mutual Fund (Congress Small Cap Growth Fund Retail Class) is managed by Congress Asset Management Company with $173.9M in net assets. CSMVX expense ratio is 1.26%, holding 41 positions across sectors including Consumer Discretionary, Industrials, Materials. Inception date: 2000-02-24.

CSMVX performance shows a YTD return of 19.15%. The 1-year return is 26.93% and the 5-year return is 12.45%. CSMVX dividend yield stands at 2.24%, paid annually.

CSMVX 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 CSMVX holdings, sector breakdown, or dividend history.

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