
Congress Large Cap Growth ETF
$38.76−0.26 (−0.67%)
- 0.65%
- $370M
- −2.3%
- 0.00%
- 24.8K sh
- low $33.89high $42.06
The ETF.net CAML Grade
Score 48 out of 100
- 44 of 90
Score 48 of 100 falls in the C band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.D26 out of 100Rank 65 of 90Mission
Whether the fund did what it promised, tested against its stated mandate.C49 out of 100Rank 23 of 27Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.C54 out of 100Rank 34 of 85Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.B62 out of 100Rank 24 of 90Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.A76 out of 100Rank 19 of 90Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.B66 out of 100Rank 30 of 90
Our read on CAML
In short
CAn active large-cap growth picker that blends growth, momentum and value signals and treats the Russell 1000 Growth as a yardstick, not a blueprint. Launched in 2023, and priced above most of its peer group for that human judgment.
Stated mandate
Its stated objective is long-term capital appreciation.
Why people hold it
Worth knowing
CAML Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Returns run to the Nov 2, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | CAML |
|---|---|
| Year to date | +1.5% |
| 1 month | −5.9% |
| 3 months | −0.9% |
| 1 year | −2.3% |
| 3 years | +15.7% |
| 5 years | |
| 10 years |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | CAML |
|---|---|---|
| 2026 YTD | +1.5% | |
| 2025 | +12.4% | |
| 2024 | +23.3% | |
| 2023 | +10.4% |
CAML in the news
CAML Dividends
- 0.00%
- $0.00035
- $0.00035 per share
- Annual
Distribution history
$10,000 in CAML 3 years ago paid $24.18 in dividends.
CAML Risk
- 14.7%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 0.86
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −21.1%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 1.10
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
FMP measures it over up to five years of monthly returns.
CAML Cost
Overpaying vs FELG, tied cheapest in US Active Growth
$8,968
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
CAML 0.65%
$12,717
FELG 0.18% Tied cheapest
$3,749
Cost over time
Year by year
| Year | CAML | FELG | Overpaying |
|---|---|---|---|
| 10 | $1,163 | $328 | $835 |
| 20 | $4,440 | $1,281 | $3,159 |
| 30 | $12,717 | $3,749 | $8,968 |
Other funds in US Active Growth
- CSXQGETC 6 Meridian Quality Growth ETFExpense ratio 0.55%1 year return −1.1%
- CBGUSBaillie Gifford U.S. Equity Growth ETFExpense ratio 0.60%1 year return
- CPRCSParnassus Core Select ETFExpense ratio 0.58%1 year return +8.2%
- CRJCARJ ClariVest Capital Appreciation ETFExpense ratio 0.61%1 year return
- CAFGRFirst Trust Active Factor Large Cap Growth ETFExpense ratio 0.65%1 year return




