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Congress Mid Cap Growth Fund Retail Class (0P0000WUQQ)

US Funds

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25.500 -0.410 -1.58%

15/11 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 37.03M

Type: Fund

Market: United States

Issuer: Congress

Asset Class: Equity

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0P0000WUQQ Overview

On this page you'll find an in-depth profile of Congress Mid Cap Growth Fund Retail Class. Learn about the key management, total assets, investment strategy and contact information of 0P0000WUQQ among other information.

Investment Strategy

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of mid-capitalization companies. It invests primarily in publicly traded stocks of U.S. companies which the Advisor considers to have a mid‑size market capitalization. The adviser defines mid‑capitalization companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell Midcap Growth® Index.

Contact Information

Address 2 Seaport Lane
Boston,MA 2210
United States

Phone 1-888-688-1299

Web www.congressasset.com/funds

Top Executives

Name	Title	Since	Until
Gregg A. O’Keefe	Executive Vice President, Portfolio Manager	2014	Now
Biography	Mr. O’Keefe is a Chartered Financial Analyst charter holder, serves as Executive Vice President of and as a Portfolio Manager for Congress Asset Management Company, LLP. Prior to joining Congress in 1986, Mr. O’Keefe served as an Analyst for Trustee & Investors Co., Inc. Mr. O’Keefe holds a Bachelor of Science in Business Administration degree in Accounting from Boston University and a Master of Business Administration degree in Finance from Boston College.
Todd W. Solomon	Senior Vice President	2012	Now
Biography	Mr. Todd Solomon is a Chartered Financial Analyst charter holder. Since April 2001, Mr. Solomon has served as Senior Vice President and as a Portfolio Manager for Congress Asset Management Company, LLP. From May 2003 to June 2009, Mr. Solomon was Vice President and Trust Officer of Congress Trust National Association. Mr. Solomon holds a dual Bachelor of Arts/Bachelor of Science degree in Management from Georgetown University and a Masters of Business Administration degree with specializations in Finance and Economics from New York University.
Daniel A. Lagan	President	2012	2015
Biography	Daniel Lagan is a Chartered Financial Analyst charter holder. Since July 1999, Mr. Lagan has served as President of, and as a Portfolio Manager for Congress Asset Management Company, LLP. From August 1989 to June 1999, Mr. Lagan served as Executive Vice President and Portfolio Manager for Congress Asset Management Company, LLP. Prior to joining Congress Asset Management Company, LLP in 1989, Mr. Lagan served as an auditor for PricewaterhouseCoopers. Mr. Lagan holds a Bachelor of Arts degree in Accounting from St. Michael’s College and a Masters of Business Administration degree in Finance from Boston College.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Congress Mid Cap .	25.500	-0.410	-1.58%