Congress Mid Financials
| CMIDX Fund | USD 24.43 0.11 0.45% |
Congress |
Please note that past performance is not an indicator of the future performance of Congress Mid, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Congress Mid Fund Summary
Congress Mid competes with Polen Growth, Segall Bryant, Diamond Hill, and Wells Fargo. The fund invests at least 80 percent of its net assets in equity securities of mid-capitalization companies. It invests primarily in publicly traded stocks of U.S. companies which the Advisor considers to have a mid-size market capitalization. The adviser defines mid-capitalization companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell Midcap Growth Index.Specialization | Mid-Cap Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | co Bancorp Fund |
| Mutual Fund Family | Congress |
| Mutual Fund Category | Mid-Cap Growth |
| Benchmark | NYSE Composite |
| Phone | 888 688 1299 |
| Currency | USD - US Dollar |
Congress Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Congress Mid's current stock value. Our valuation model uses many indicators to compare Congress Mid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Congress Mid competition to find correlations between indicators driving Congress Mid's intrinsic value. More Info.Congress Mid Cap is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.20 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Congress Mid Cap is roughly 5.01 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Congress Mid by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Congress Mid's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Congress Mid's earnings, one of the primary drivers of an investment's value.Congress Mid Cap Systematic Risk
Congress Mid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Congress Mid volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Congress Mid Cap correlated with the market. If Beta is less than 0 Congress Mid generally moves in the opposite direction as compared to the market. If Congress Mid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Congress Mid Cap is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Congress Mid is generally in the same direction as the market. If Beta > 1 Congress Mid moves generally in the same direction as, but more than the movement of the benchmark.
Congress Mid April 28, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Congress Mid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Congress Mid Cap. We use our internally-developed statistical techniques to arrive at the intrinsic value of Congress Mid Cap based on widely used predictive technical indicators. In general, we focus on analyzing Congress Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Congress Mid's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.9696 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 3.64 | |||
| Value At Risk | (1.71) | |||
| Potential Upside | 1.57 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Congress Mid Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment. Note that the Congress Mid Cap information on this page should be used as a complementary analysis to other Congress Mid's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.