• Fund Type: Open-End Fund
  • Objective: Blend Broad Market
  • Asset Class: Equity
  • Geographic Focus: U.S.

Congress All Cap Opportunity Fund

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IACOX:US

13.19 USD 0.22 1.70%

As of 09:29:30 ET on 04/22/2014.

Snapshot for Congress All Cap Opportunity Fund (IACOX)

Year To Date: +1.62% 3-Month: +1.23% 3-Year: - 52-Week Range: 10.82 - 13.65
1-Month: -1.64% 1-Year: +17.14% 5-Year: - Beta vs SPX: -

Mutual Fund Chart for IACOX

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  • IACOX:US 13.19
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Fund Profile & Information for IACOX

Congress All Cap Opportunity Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term capital appreciation. The Fund invests primarily in publicly traded stocks of U.S. companies, irrespective of market capitalization size or industry sector.

Inception Date: 10-31-2012 Telephone: 1-646-307-4180
Managers: PETER C ANDERSEN / DANIEL A LAGAN
Web Site: www.congressasset.com

Fundamentals for IACOX

NAV (on 2014-04-22) 13.19
Assets (M) (on 2014-04-22) 9.34
Fund Leveraged N
Minimum Investment 500,000.00
Minimum Subsequent Investment 0.00

Dividends for IACOX

Dividend Type Income
Dividend Frequency Annual
Last Dividend Net (on 2013-12-30) 0.04
Dividend Yield (ttm) 1.74

Fees & Expenses for IACOX

Front Load -
Back Load -
Current Mgmt Fee 0.60
Redemption Fee 1.00
12b1 Fee 0.00
Expense Ratio 0.75

Top Fund Holdings for IACOX

Filing Date: 03/31/2014
Name Position Value % of Total
HSN Inc 11,800 704,814 7.820%
Palo Alto Networks Inc 7,150 490,490 5.442%
VeriFone Systems Inc 14,200 480,244 5.328%
Twenty-First Century Fox Inc 13,875 443,584 4.921%
Valeant Pharmaceuticals Intern 3,125 411,969 4.571%
Las Vegas Sands Corp 5,025 405,920 4.503%
United Rentals Inc 4,250 403,495 4.477%
People's United Financial Inc 26,600 395,542 4.388%
Starz 12,100 390,588 4.333%
Teleflex Inc 3,635 389,817 4.325%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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