CSMCX Mutual Fund

CSMCX Mutual Fund (Congress Small Cap Growth Fund Institutional Class) is managed by Congress Asset Management Company with $1.97B in net assets. CSMCX expense ratio is 1.01%, holding 41 positions across sectors including Consumer Discretionary, Industrials, Information Technology. Inception date: 1999-12-09.

CSMCX performance shows a YTD return of 14.33%. The 1-year return is 17.77% and the 5-year return is 7.86%. CSMCX dividend yield stands at 2.05%, paid annually.

CSMCX top holdings include Nova Measuring Instruments Ltd. (3.8%), Boot Barn Holdings Inc (2.8%), Aerovironment Inc (2.5%), Aci Worldwide Inc (2.5%), Balchem Corp (2.0%). Go to all CSMCX holdings, CSMCX sectors, or CSMCX dividends.

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