CMIDX Mutual Fund

CMIDX Mutual Fund (Congress Mid Cap Growth Fund Retail Class) is managed by Congress Asset Management Company with $22.5M in net assets. CMIDX expense ratio is 1.08%, holding 38 positions across sectors including Industrials, Information Technology, Consumer Staples. Inception date: 2012-10-31.

CMIDX performance shows a YTD return of 17.11%. The 1-year return is 10.95% and the 5-year return is 0.89%. CMIDX dividend yield stands at 11.84%, paid annually.

CMIDX top holdings include Caseys General (9.4%), Monolithic Power Systems Inc (9.1%), Curtiss-wright Corp (7.9%), Crane Co (7.1%), Raymond James Financial Inc. (6.7%). Go to all CMIDX holdings, CMIDX sectors, or CMIDX dividends.

CMIDX can be compared against other funds. Use CMIDX overlap to find shared positions, or CMIDX vs another fund for a side-by-side view. CMIDX alternatives are available via the screener, along with tax-loss harvesting opportunities.