CAMLX

Active

Congress Large Cap Growth Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.93%
Annual Cost per $10K
$93.00
30-Year Fee Drag per $10K
$17,539
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+18.49%

Asset Allocation

US Equity
96%
Intl Equity
3%

Fee Comparison

CAMLX
0.93%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

12% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+81.21%3Y
Compare to

Fee Impact Calculator

$
%
CAMLX at 0.93%$292,919
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$87,694
Cost vs index fund−$84,506

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
CAMLXCongress Large Cap Growth Fund0.93%
JLGMXJPMorgan Large Cap Growth Fund0.94%
QCGRFXCollege Retirement Equities Fund - Growth Account
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
FDGRXFidelity Growth Company Fund0.52%
TRJZXT. Rowe Price Growth Stock Fund, Inc.0.51%
OIEFXJPMorgan Equity Income Fund0.95%
MFEGXMFS Growth Fund0.83%
JGACXJPMorgan Growth Advantage Fund0.99%
PRBLXParnassus Core Equity Fund0.82%
HNACXHarbor Capital Appreciation Fund0.59%
PARCXT. Rowe Price Retirement 2030 Fund0.81%
APGAXAB LARGE CAP GROWTH FUND INC0.82%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
FLMVXJPMorgan Mid Cap Value Fund1.09%
TRVLXT. Rowe Price Value Fund, Inc.0.69%
PARDXT. Rowe Price Retirement 2040 Fund0.85%
PARKXT. Rowe Price Retirement 2035 Fund0.84%
TRLGXT. Rowe Price Large-Cap Growth Fund0.55%
AULDXUltra Fund0.54%
QCEQFXCollege Retirement Equities Fund - Equity Index Account
EGFIXEdgewood Growth Fund$1M min1.00%
PLCGXLargeCap Growth Fund I0.94%
GETGXVictory Sycamore Established Value Fund0.89%
PARJXT. Rowe Price Retirement 2025 Fund0.79%
JHQAXJPMorgan Hedged Equity Fund0.82%
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
PGORXPutnam Large Cap Growth Fund0.93%
TRULXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.64%
PARLXT. Rowe Price Retirement 2045 Fund0.86%
AGRDXGrowth Fund0.54%
PARFXT. Rowe Price Retirement 2050 Fund0.88%
CGWRXColumbia Cornerstone Growth Fund0.97%
ILGRXMacquarie Large Cap Growth Fund0.89%
MLRSXNYLI Winslow Large Cap Growth Fund0.62%
PARBXT. Rowe Price Retirement 2020 Fund0.77%
ERASXEaton Vance Atlanta Capital SMID-Cap Fund0.81%
CREFXCohen & Steers Real Estate Securities Fund0.75%
LGRRXLoomis Sayles Growth Fund0.91%
FSCSXSelect Software and IT Services Portfolio0.62%
MOATVanEck Morningstar Wide Moat ETF0.47%
JDEAXJPMorgan U.S. Research Enhanced Equity Fund0.60%
JGAQXJPMorgan Value Advantage Fund0.99%
PAROXT. Rowe Price Retirement 2055 Fund0.89%
DCZRXMacquarie Small Cap Core Fund0.68%
PRCOXT. Rowe Price U.S. Equity Research Fund0.45%
TSNIXT. Rowe Price Science & Technology Fund, Inc.0.67%
IGRFXMacquarie Mid Cap Growth Fund0.68%
JENIXThe Jensen Quality Growth Fund Inc1.26%
VVSVXVenerable US Large Cap Strategic Equity Fund0.86%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
PBCJXBlue Chip Fund0.92%
JHLGXMultimanager Lifestyle Growth Portfolio0.97%
OEICXJPMorgan Equity Index Fund0.45%
JGAVXJPMorgan U.S. Value Fund0.94%
DVZRXMacquarie Small Cap Value Fund0.70%
JAGKX500 Index Trust0.50%
HGITXHARTFORD CORE EQUITY FUND0.45%
GTENXGateway Fund0.65%
IEOPXVOYA LARGE CAP GROWTH PORTFOLIO0.92%
PLFMXLargeCap S&P 500 Index Fund1.29%
SSFRXState Street Equity 500 Index Fund0.62%
JHDAXJPMorgan Hedged Equity 2 Fund0.85%
SUWAXDWS Core Equity Fund0.83%
LMESXClearBridge Appreciation Fund0.56%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
CZMGXMulti-Manager Growth Strategies Fund$1M min0.72%
FMGGXFranklin Small-Mid Cap Growth Fund0.84%
VVIPXVoya VACS Index Series S Portfolio
CSRIXCohen & Steers Institutional Realty Shares$1M min0.75%
AQEAXColumbia Disciplined Core Fund0.94%
TILPXNuveen Large Cap Growth Fund0.56%
FMUEXFree Market U.S. Equity Fund$1M min0.76%
VCSTXScience & Technology Fund0.91%
ACILXHeritage Fund0.65%
MIEAXMM S&P 500 Index Fund0.89%
USGRXVictory Growth & Income Fund0.86%
FUFRXFranklin Utilities Fund0.50%
CSJFXCohen & Steers Realty Shares0.80%
TRRYXT. Rowe Price Retirement 2060 Fund0.89%
GIDWXGoldman Sachs U.S. Equity Dividend and Premium Fund0.68%
INDCXVictory Pioneer Disciplined Growth Fund0.98%
CSXAXCalvert U.S. Large Cap Core Responsible Index Fund0.49%
ESPAXAllspring Special Small Cap Value Fund1.17%
MXVIXEmpower S&P 500 Index Fund0.49%
FSMEXSelect Medical Technology and Devices Portfolio0.63%
ASDEXSelect Fund0.55%
PARHXT. Rowe Price Retirement 2015 Fund0.75%
JAIZXManaged Volatility Growth Portfolio0.77%
COAVXColumbia Overseas Value Fund0.82%
USAAXVictory Growth Fund0.89%
SCSCXTouchstone Strategic Trust-Touchstone Large Cap Focused Fund0.98%
AFDGXLarge Cap Equity Fund0.59%
ETTGXEaton Vance Tax-Managed Growth Fund 1.10.72%
OWACXOld Westbury All Cap Core Fund0.96%
FGRAXFranklin Growth Opportunities Fund0.94%
GCTRXGoldman Sachs U.S. Tax-Managed Equity Fund0.68%
FFEFXNuveen Dividend Value Fund0.61%
QAAAJXT. Rowe Price Blue Chip Growth Portfolio0.75%
USAUXVictory Aggressive Growth Fund0.71%
HNVRXHarbor Small Cap Value Fund0.80%

Analyze Your Full Portfolio

See your blended expense ratio, aggregate asset allocation, and total fee drag across all your holdings.

Get Started Free