ETF overview
The Congress Large Cap Growth ETF aims to generate substantial long-term capital appreciation. It achieves this by strategically allocating capital to companies that are either currently demonstrating or are projected to achieve increased profitability. This investment approach places considerable importance on a thorough analysis of each company's underlying financial health and future growth potential.
Fund facts
- Expense ratio
- 0.65%
- Fund assets
- 380.05M USD (all share classes)
- Issuer
- Congress
- Inception date
- Aug 21, 2023
- Number of holdings
- 38
Breakdown
Holdings (38)
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA Corp | NVDA | 7.99% |
| Apple Inc | AAPL | 6.59% |
| Microsoft Corp | MSFT | 6.35% |
| Alphabet Inc | GOOGL | 5.64% |
| Broadcom Inc | AVGO | 4.12% |
| Meta Platforms Inc | META | 3.10% |
| Amphenol Corp | APH | 3.10% |
| Arista Networks Inc | ANET | 3.01% |
| Visa Inc | V | 2.93% |
| Amazon.com Inc | AMZN | 2.91% |
| and 25 more | ||
Similar ETFs
- NYLI Winslow Large Cap Growth ETFIWLG · Overlap 55% · Expense ratio 0.75%
- Zacks Trust - Zacks Focus Growth ETFGROZ · Overlap 53% · Expense ratio 1.14%
- Putnam Focused Large Cap Growth ETFPGRO · Overlap 52% · Expense ratio 0.50%
- Nuveen Growth OpportunitiesNUGO · Overlap 52% · Expense ratio 0.49%
- Harbor Long-Term Growers ETF (WINN)WINN · Overlap 52% · Expense ratio 0.57%
- NYLI Winslow Focused Large Cap Growth ETFIWFG · Overlap 51% · Expense ratio 0.75%
- MFS Active Exchange Traded Funds Trust - MFS Active Growth ETFMFSG · Overlap 51% · Expense ratio 0.49%
- T. Rowe Price Growth ETFTGRT · Overlap 51% · Expense ratio 0.38%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.65%
- Fund assets
- 380.05M USD (all share classes)
- Issuer
- Congress
- Inception date
- Aug 21, 2023
- Number of holdings
- 38
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA Corp | NVDA | 7.99% |
| Apple Inc | AAPL | 6.59% |
| Microsoft Corp | MSFT | 6.35% |
| Alphabet Inc | GOOGL | 5.64% |
| Broadcom Inc | AVGO | 4.12% |
| Meta Platforms Inc | META | 3.10% |
| Amphenol Corp | APH | 3.10% |
| Arista Networks Inc | ANET | 3.01% |
| Visa Inc | V | 2.93% |
| Amazon.com Inc | AMZN | 2.91% |
| and 25 more | ||
The Congress Large Cap Growth ETF aims to generate substantial long-term capital appreciation. It achieves this by strategically allocating capital to companies that are either currently demonstrating or are projected to achieve increased profitability. This investment approach places considerable importance on a thorough analysis of each company's underlying financial health and future growth potential.
- NYLI Winslow Large Cap Growth ETFIWLG · Overlap 55% · Expense ratio 0.75%
- Zacks Trust - Zacks Focus Growth ETFGROZ · Overlap 53% · Expense ratio 1.14%
- Putnam Focused Large Cap Growth ETFPGRO · Overlap 52% · Expense ratio 0.50%
- Nuveen Growth OpportunitiesNUGO · Overlap 52% · Expense ratio 0.49%
- Harbor Long-Term Growers ETF (WINN)WINN · Overlap 52% · Expense ratio 0.57%
- NYLI Winslow Focused Large Cap Growth ETFIWFG · Overlap 51% · Expense ratio 0.75%
- MFS Active Exchange Traded Funds Trust - MFS Active Growth ETFMFSG · Overlap 51% · Expense ratio 0.49%
- T. Rowe Price Growth ETFTGRT · Overlap 51% · Expense ratio 0.38%
Overlap is the share of assets the two funds hold in common.
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