Congress Mid Cap Growth Fund Institutional Class (IMIDX) Research

This fund commits a significant portion, at least 80%, of its net assets (inclusive of any borrowed funds for investment) to purchasing equity securities of medium-sized companies. It primarily seeks to invest in publicly traded stocks of U.S.-based corporations that the Advisor has identified as possessing a mid-range market capitalization. The Advisor defines these "mid-capitalization" companies by comparing their market value, at the point of purchase, to that of firms listed within the Russell Midcap Growth® Index.

Market snapshot

Symbol
IMIDX
Price
$22.69
Day change
+1.39%
Market cap
$658.9M
52-week range
18.57-23.89
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Applied Finance Select Fund Investor Class (AFVLX)
  • Allspring Large Cap Core Fund - Class R6 (EGORX)
  • AMG GW&K Small/Mid Cap Fund - Class N (GWGVX)
  • Macquarie Smid Cap Core Fund Y (IYSYX)
  • Mairs & Power Balanced Fund Investor Class (MAPOX)
  • BlackRock Advantage Large Cap Value Fund - Class A (MDLVX)
  • Nationwide NYSE Arca Tech 100 Index Fund Institutional Service Class (NWJFX)
  • American Beacon Stephens Mid-Cap Growth Fund Class Y (SMFYX)

Open Congress Mid Cap Growth Fund Institutional Class (IMIDX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.