Congress Small Cap Growth Fund (CSMVX) Research
The primary strategy for this fund to meet its investment goals involves committing a minimum of 80% of its net capital (along with any borrowed funds used for investment) to the ordinary shares of small-capitalization enterprises. The fund's advisor designates small-cap firms as those possessing market valuations that do not exceed the peak market capitalization observed within the Russell 2000® Growth Index over the past twelve months. Although investments can be made across the entire spectrum of economic sectors, the fund retains the discretion to emphasize specific industries or market segments during different periods.
Market snapshot
- Symbol
- CSMVX
- Price
- $50.20
- Day change
- +2.57%
- Market cap
- $2.0B
- 52-week range
- 39.42-50.2
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Champlain Small Company Fund (CIPSX)
- First Eagle U.S. Value Fund (FEVIX)
- Goldman Sachs MLP Energy Infrastructure Fund (GLPIX)
- Columbia Cornerstone Equity Fund Class A (NSGAX)
- Nationwide Geneva Small Cap Growth Fund (NWKCX)
- T. Rowe Price U.S. Equity Research Fund (PRCOX)
- Royce Small-Cap Opportunity Fund (RYPNX)
- Royce Premier Fund (RYPRX)
Open Congress Small Cap Growth Fund (CSMVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.