IMIDX Mutual Fund

IMIDX Mutual Fund (Congress Mid Cap Growth Fund Institutional Class) is managed by Congress Asset Management Company with $335.3M in net assets. IMIDX expense ratio is 0.82%, holding 38 positions across sectors including Industrials, Information Technology, Consumer Staples. Inception date: 2012-10-31.

IMIDX performance shows a YTD return of 17.32%. The 1-year return is 11.28% and the 5-year return is 1.15%. IMIDX dividend yield stands at 11.31%, paid annually.

IMIDX top holdings include Caseys General (9.4%), Monolithic Power Systems Inc (9.1%), Curtiss-wright Corp (7.9%), Crane Co (7.1%), Raymond James Financial Inc. (6.7%). Go to all IMIDX holdings, IMIDX sectors, or IMIDX dividends.

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