Congress Mid Cap Growth Fund
CMIDX
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- Congress Mid Cap Growth Fund (CMIDX) is an open-end mutual fund that seeks long-term capital appreciation by investing at least 80% of its net assets in equity securities of mid-capitalization companies, primarily publicly traded U.S. stocks with market capitalizations consistent with those in the Russell Midcap Growth Index; it may also allocate to non-U.S. stocks, with a portfolio emphasizing sectors such as technology, industrials, consumer cyclical, healthcare, and financial services. The fund offers Retail Class shares with a net expense ratio of 1.05%, no front-end or deferred loads, a minimum initial investment of $2,000, and daily pricing, available for sale in the United States. Managed within the mid-cap growth category, it maintains a portfolio turnover of 49%, total net assets of approximately $577 million for the Retail Class (with overall fund assets around $1.1 billion), and top holdings including Curtiss-Wright Corp., EMCOR Group Inc., Pure Storage Inc., Monolithic Power Systems Inc., and nVent Electric PLC. Launched on October 31, 2012, the fund is domiciled in the United States and advised by Congress Asset Management Company, LLP, a Boston-based investment management firm founded in 1985 and headquartered at 2 Seaport Lane, Boston, Massachusetts. In a recent development, Daniel Lagan joined as co-portfolio manager on February 28, 2025, alongside Gregg O’Keefe (who began managing on March 31, 2014), enhancing the fund's leadership continuity under Congress Asset Management's congressional investment committee approach.