Congress Mid is trading at 22.57 as of the 9th of July 2025; that is 0.45 percent up since the beginning of the trading day. The fund's open price was 22.47. Congress Mid has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 9th of June 2025 and ending today, the 9th of July 2025. Click here to learn more.
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.. More on Congress Mid Cap
Congress Mid Cap [IMIDX] is traded in USA and was established 9th of July 2025. Congress Mid is listed under Congress category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Congress family. This fund currently has accumulated 1.35 B in assets under management (AUM) with minimum initial investment of 500 K. Congress Mid Cap is currently producing year-to-date (YTD) return of 0.22%, while the total return for the last 3 years was 7.0%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Congress Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Congress Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Congress Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Congress Mutual Fund
Congress Mid financial ratios help investors to determine whether Congress Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Congress with respect to the benefits of owning Congress Mid security.