CSMVX Mutual Fund

CSMVX Mutual Fund (Congress Small Cap Growth Fund Retail Class) is managed by Congress Asset Management Company with $179.3M in net assets. CSMVX expense ratio is 1.26%, holding 41 positions across sectors including Consumer Discretionary, Industrials, Information Technology. Inception date: 2000-02-24.

CSMVX performance shows a YTD return of 14.16%. The 1-year return is 17.51% and the 5-year return is 7.60%. CSMVX dividend yield stands at 2.37%, paid annually.

CSMVX 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 CSMVX holdings, CSMVX sectors, or CSMVX dividends.

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