Fund Evaluator:
Congress Large Cap Growth ETF (CAML)
Follow This Fund
Equity
Global Asset Class
U.S. Equity
Fund Group
Large Growth
Category
$0.000
NAV (as of )
$0.00
Minimum Initial
0.65% D
Expense Ratio
$369 Mil
Assets
Open
Status
0.00%
12b-1 Fee
0.00%
TTM Yield
0.00%
Max Load
25%
Portfolio Turnover
Best Performing in Large Growth Over the Last Year
| 39.6% | Tanaka Growth (TGFRX) |
| 35.2% | Fidelity Advisor OTC Z (FOTJX) |
| 35.1% | Fidelity OTC (FOCPX) |
| 34.8% | Chase Growth N (CHASX) |
| 27.3% | Fidelity Advisor Focused Stock Z (FSFOX) |
Data as of 7/31/2026
-2.1% B
1-Mo Return
0.4% D
3-Mo Return
2.5% D
YTD Return
5.0% F
1-Yr Return
na
3-Yr Return
na
5-Yr Return
na
Category Risk Index
na
Total Risk Index
Fund Details
Fund Family
Congress
Inception Date
8/21/2023
Share Class Type
Equity Investment Style
Large-Cap
Growth
Bond Investment Style
na
Socially Responsible Fund
No
Index Fund
No
Benchmark Index
S&P 500 (TR) (1970): 100%
Additional Fund Details
Congress Large Cap Growth ETF Overview
CAML Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| CAML Return (NAV) | -2.1% | 0.4% | 5.0% | na | na | na |
| CAML Grade | B | D | F | na | na | na |
| +/- Category | 1.0% | -1.3% | -4.1% | na | na | na |
| Large Growth Avg | -3.1% | 1.7% | 9.1% | 18.1% | 8.7% | 15.4% |
| CAML Tax Cost Ratio | na | na | 0.0% | na | na | na |
CAML Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| CAML Return (NAV) | 2.5% | 12.4% | 23.3% | na | na | na | na | na | na | na | na |
| CAML Grade | D | F | F | na | na | na | na | na | na | na | na |
| +/- Category | -1.2% | -3.3% | -6.4% | na | na | na | na | na | na | na | na |
| Large Growth Avg | 3.7% | 15.7% | 29.7% | 38.9% | -32.1% | 20.4% | 42.3% | 33.2% | -0.7% | 29.8% | 2.7% |
| Risk Measures | |
| Standard Deviation: | na |
| Total Risk Index: | na |
| Category Risk Index: | na |
| Category Risk Grade: | |
| Beta: | na |
| R-Squared: | na |
| Leveraged Fund: | No |
| Inverse Fund: | No |
| Portfolio Characteristics | |
| Equity Investment Style: | Large-Cap Growth |
| Bond Investment Style: | na |
| Yield: | 0.0% |
| Dividend Distribution: | Annually |
| Cap Gains Distribution: | Annually |
| Total Assets: | $369 Mil |
| Fund Total Assets: | $ 369 Mil |
| Share Class Type: | |
| Portfolio Turnover: | 25% |
Management Team
| Number of Managers: 2 | |||
| Longest Tenure: 3.0 years | |||
| Average Tenure: 3.0 years | |||
| Managers (Year): Lagan Matthew (2023), Lagan Daniel (2023) | |||
Portfolio Composition (as of 7/31/26)
| # of Holdings: | 41 |
| % in Top 10 Holdings: | 45.9% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 4.1% |
Portfolio Allocation |
|
| Domestic Stock: | 94.9% |
| Foreign Stock: | 4.1% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | -0.3% |
| Cash: | 1.2% |
Purchase Information
| Fund Family: | Congress |
| Phone Number: | 888-688-1299 |
| Website: |
| Status: | Open |
| Inception Date: | August 21, 2023 |
| Min. Initial Purchase: | $ 0 |
| Min. Initial IRA Purchase: | $ 0 |
| True No-Load: | Yes |
| Front Load Maximum: | 0.00% |
| Deferred Charge Maximum: | 0.00% |
| Redemption Charge Maximum: | 0.00% |
| 12b-1 Fee: | 0.00% |
Expenses and Fees | |
| Expense Ratio (%): | 0.65% ( Rating : Above Avg ) |
| Category Average Expense Ratio (%): | 0.96% |
| Share Class: | Congress Large Cap Growth ETF |
| Min. Subsequent Purchase: | $ 0 |
| Min. Subsequent IRA Purchase: | $ 0 |
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