CAMLCongress Large Cap Growth ETF
Seeks long‑term capital growth.
By Congress · Launched 2023
Annual Cost
0.65%
#3,547 of 6,040 · average
Fund Size
$386M
#1,860 of 6,040 · large
Return (1Y)
+4.0%
Track Record
3 years
#3,057 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,434+4.3%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Active selection
Factor
Growth
Sector
Information technologyHoldings
By weightConcentration
Top 10 holdings = 45.0% of fundmoderately concentrated
NVIDIA Corp
6.6%
Apple Inc
5.4%
Alphabet Inc
5.0%
Microsoft Corp
5.0%
Arista Networks Inc
4.7%
Broadcom Inc
4.7%
GE Vernova Inc
3.9%
Eaton Corp PLC
3.4%
Amazon.com Inc
3.2%
Howmet Aerospace Inc
3.2%
Asset allocation
Stocks
99.3%
Cash
0.7%
By sector
Technology
49.5%
Industrials
12.0%
Financial Services
8.8%
Communication
8.0%
Consumer Cyclical
7.5%
Healthcare
4.8%
Real Estate
2.7%
Consumer Defensive
2.3%
Other
4.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
16.3%Moderate
Year-on-year price swings
Max drawdown
-21.1%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.69Decent risk-adjusted returns
Sortino (3Y)
1.00Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long‑term capital growth.
- Strategy
- Actively manages a portfolio primarily invested in equity securities of large-capitalization companies, focusing on growth style and high-quality firms. May invest up to 20% in U.S. dollar-denominated foreign equity securities and has significant exposure to the Information Technology Sector.
- Inception date
- August 21, 2023
- Fund family
- Congress
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Data updated on 2026-09-18