CMLIX Mutual Fund

CMLIX Mutual Fund (Congress Large Cap Growth Fund Institutional Class) is managed by Congress Asset Management Company with $584.3M in net assets. CMLIX expense ratio is 0.66%, holding 41 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 1928-03-15.

CMLIX performance shows a YTD return of 7.03%. The 1-year return is 10.17% and the 5-year return is 8.07%. CMLIX dividend yield stands at 6.80%, paid annually.

CMLIX top holdings include Apple, Inc (9.1%), Nvidia Corp (9.1%), Microsoft Corp (7.5%), Alphabet Inc,class A (6.6%), Amazon.Com Inc (5.3%). Go to all CMLIX holdings, CMLIX sectors, or CMLIX dividends.

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