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Congress All Cap Opportunity Fund

IACOX:US
NASDAQ GM
16.28
USD
0.18
1.09%
As of 9:29 AM EST 2/23/2017
Fund Type
Open-End Fund
52Wk Range
12.04 - 16.51
1 Yr Return
35.02%
YTD Return
3.76%
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Previous Close
16.46
52Wk Range
12.04 - 16.51
1 Yr Return
34.95%
YTD Return
3.76%
Fund Type
Open-End Fund
Objective
Blend Broad Market
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 02/23/2017)
16.28
Total Assets (m USD) (on 02/23/2017)
23.788
Inception Date
10/31/2012
Last Dividend (on 12/14/2016)
0.042073
Dividend Indicated Gross Yield
0.26%
Fund Managers
DANIEL A LAGAN
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
1.00%
12b-1 Fee
0.00%
Current Mgmt Fee
0.60%
Expense Ratio
0.75%

Top Fund Holdings

Name Position Value % of Fund
11.10 k 1.21 m 5.18
20.90 k 1.18 m 5.04
8.80 k 1.11 m 4.76
18.50 k 1.10 m 4.71
14.80 k 1.08 m 4.63
32.80 k 1.05 m 4.50
5.20 k 1.04 m 4.43
54.50 k 1.02 m 4.37
2.65 k 1.02 m 4.36
6.00 k 1.01 m 4.30
Profile
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.
Address
Congress Asset Management
2 Seaport Lane
Boston, MA 02210
USA
Phone
1-646-307-4180