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CMLIX Congress Large Cap Growth Institutional Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Costco Wholesale Corp (NASDAQ:COST), Home Depot (NYSE:HD), Adobe (NASDAQ:ADBE), Intuit (NASDAQ:INTU).

Industry description

The investment seeks long-term capital growth. The adviser attempts to achieve the fund's investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large‑capitalization companies. The adviser defines large-capitalization companies as those whose market capitalization, at the time of purchase, are consistent with the market capitalizations of companies in the Russell 1000® Growth Index.

Market Cap

The average market capitalization across the Congress Large Cap Growth Institutional MF is 1.3T. The market cap for tickers in the group ranges from 179.12B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is INTU at 179.12B.

Volume

The average weekly volume growth across all stocks in the Congress Large Cap Growth Institutional MF was -22%. For the same stocks of the MF, the average monthly volume growth was 7% and the average quarterly volume growth was -39%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 83
P/E Growth Rating: 57
Price Growth Rating: 42
SMR Rating: 25
Profit Risk Rating: 18
Seasonality Score: -53 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
c/o U.S. Bancorp Fund Services, LLCP.O. Box 701Milwaukee
Phone
( 888 ) 688-1299
Web
www.congressasset.com/funds.
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CMLIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CMLIX has been closely correlated with GFAFX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if CMLIX jumps, then GFAFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CMLIX
1D Price
Change %
CMLIX100%
-0.36%
GFAFX - CMLIX
93%
Closely correlated
-0.27%
GFACX - CMLIX
93%
Closely correlated
-0.26%
FAFGX - CMLIX
85%
Closely correlated
-0.26%
GAFFX - CMLIX
85%
Closely correlated
-0.26%
FFAFX - CMLIX
85%
Closely correlated
-0.27%
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