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 Unknown, 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.