Congress Small Cap Growth Fund
Shareclass
Congress Small Cap Growth Institutional (CSMCX)
Type
Open-end mutual fund
Manager
Gender equality score
38
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 2,420 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
20/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
15/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Congress Small Cap Growth Fund CSMCX
Environment
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Criteo SA ADR2.46% of assets$32.99M invested
- 2. Valvoline Inc1.71% of assets$22.87M invested
- 3. Badger Meter Inc2.51% of assets$33.65M invested
- 4. Prestige Consumer Healthcare Inc2.59% of assets$34.75M invested
- 5. e.l.f. Beauty Inc1.94% of assets$26.06M invested
- 6. Merit Medical Systems Inc2.66% of assets$35.71M invested
- 7. Balchem Corp2.66% of assets$35.68M invested
- 8. YETI Holdings Inc1.91% of assets$25.66M invested
- 9. CommVault Systems Inc3.05% of assets$40.93M invested
- 10. Crane NXT Co2% of assets$26.79M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Cohen & Steers Inc2.51% of assets$33.65M invested
- 2. UFP Technologies Inc2.21% of assets$29.59M invested
- 3. Ollie's Bargain Outlet Holdings Inc2.78% of assets$37.26M invested
- 4. Champion Homes Inc2.79% of assets$37.41M invested
- 5. CSW Industrials Inc2.63% of assets$35.2M invested
- 6. Vericel Corp2.68% of assets$35.9M invested
- 7. Stride Inc3.14% of assets$42.14M invested
- 8. Moog Inc Class A2.29% of assets$30.69M invested
- 9. Boot Barn Holdings Inc2.28% of assets$30.61M invested
- 10. Sterling Infrastructure Inc2.23% of assets$29.89M invested
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Financial performance
Performance data provided by
Find more financial data on CSMCX at Morningstar.com
Find more financial data on CSMCX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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