CMLIX Mutual Fund

CMLIX Mutual Fund (Congress Large Cap Growth Fund Institutional Class) is managed by Congress Asset Management Company with $603.6M in net assets. CMLIX expense ratio is 0.66%, holding 40 positions across sectors including Information Technology, Industrials. Inception date: 1928-03-15.

CMLIX performance shows a YTD return of 4.51%. The 1-year return is 9.11% and the 5-year return is 8.15%. CMLIX dividend yield stands at 6.96%, paid annually.

CMLIX top holdings include Apple, Inc (7.8%), Amazon.Com Inc (7.0%), Microsoft Corp (6.0%), Ge Vernova, Inc. (2.8%), Amphenol Corp. Class A (1.0%). 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.