Congress Small Cap Growth Fund Retail Class (CSMVX)

Overview

The company operates a fund that strategically invests in the equity securities of mid-capitalization companies, primarily within the United States. By focusing on mid-cap companies, which are defined in alignment with the market capitalizations of companies included in the Russell Midcap Growth® Index, the fund seeks to leverage the growth potential of these entities. To achieve its investment objectives, the fund commits at least 80% of its net assets, along with any borrowings intended for investment purposes, towards acquiring publicly traded stocks of U.S. companies. This investment approach is guided by an advisor who identifies mid-size market capitalization companies as appropriate targets for the fund's investments.

Products and Services

• Equity Securities of Mid-Capitalization Companies

  The fund's primary investment focus involves purchasing equity securities—such as stocks—in companies that are considered to have a mid-size market capitalization. These are companies whose market cap aligns with those in the Russell Midcap Growth® Index at the time of purchase. The selection of these companies is based on the advisor's judgement and aims to capitalize on the growth potential of such firms.

• Publicly Traded U.S. Company Stocks

  Investing primarily in public companies based in the United States, the fund seeks out opportunities within a specific segment of the market. This strategy emphasizes stocks of companies that the advisor deems suitable for achieving the fund's growth objectives. Through careful selection and investment in these stocks, the fund aims to build a robust portfolio that reflects the performance and potential of mid-cap U.S. enterprises.