CSMVX Mutual Fund
CSMVX Mutual Fund
Congress Small Cap Growth Fund Retail Class

CSMVX Mutual Fund Overview
CSMVX Mutual Fund (Congress Small Cap Growth Fund Retail Class) is managed by Congress Asset Management Company with $177.8M in net assets. CSMVX expense ratio is 1.26%, holding 41 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2000-02-24.
CSMVX performance shows a YTD return of 19.15%. The 1-year return is 26.93% and the 5-year return is 12.45%. CSMVX dividend yield stands at 2.24%, paid annually.
CSMVX top holdings include Nova Measuring Instruments Ltd. (4.1%), Rambus Inc (3.9%), Primoris Services Corpcommon Stock (3.8%), Interdigital Inc (3.5%), Modine Manufacturing Company (3.4%). View all CSMVX holdings, sector breakdown, or dividend history.
CSMVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CSMVX alternatives are available via the screener, along with tax-loss harvesting opportunities.