Congress Mid Cap Growth Fund Institutional Class (IMIDX) Fund Overview
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Beta 1.09: the stock has moved about 9% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerCongress Mid Cap Growth Fund Institutional Class (IMIDX) trades at $19.72. Congress Mid Cap Growth Fund Institutional Class (IMIDX) focuses on investing in equity securities of mid-capitalization U.S. companies. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for IMIDX: IMIDX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Congress Mid Cap Growth Fund Institutional Class (IMIDX) Financial Services Profile
Congress Mid Cap Growth Fund Institutional Class (IMIDX) is an asset management fund focused on mid-capitalization U.S. equities, benchmarked against the Russell Midcap Growth® Index. With a market cap of $0.57 billion and a beta of 1.09, the fund offers exposure to a specific segment of the U.S. equity market.
What Is the Investment Thesis for IMIDX?
Congress Mid Cap Growth Fund Institutional Class (IMIDX), with a market capitalization of $0.57 billion and a beta of 1.09, offers targeted exposure to U.S. mid-cap growth stocks. The fund's strategy of mirroring the Russell Midcap Growth® Index provides a benchmark-driven approach to investment. A key value driver is the potential for mid-cap companies to outperform larger, more established firms during periods of economic expansion. Ongoing: The fund's performance will be influenced by the overall health of the U.S. economy and investor sentiment towards mid-cap stocks. Potential: Changes in interest rates and inflation could impact the valuation of growth stocks within the fund's portfolio.
Based on FMP financials and quantitative analysis
IMIDX Key Highlights
Market Cap: $0.57B, indicating the fund's size and influence within the mid-cap equity space.
- Beta: 1.09, suggesting the fund's volatility is slightly higher than the overall market.
- Investment Focus: At least 80% of net assets are invested in mid-cap equity securities, aligning with the fund's stated objective.
- Benchmark: The fund's performance is benchmarked against the Russell Midcap Growth® Index, providing a clear performance target.
- Dividend Yield: None, as the fund does not distribute dividends, focusing instead on capital appreciation.
Who Are IMIDX's Competitors?
IMIDX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AFVLX Applied Finance Select Fund Investor Class | $27.05 | +0.22% | $675M | — |
| EGORX Allspring Large Cap Core Fund - Class R6 | $22.49 | +0.81% | $949M | — |
| GWGVX AMG GW&K Small/Mid Cap Fund - Class N | $21.31 | +0.71% | $723M | — |
| IYSYX Macquarie Smid Cap Core Fund Y | $22.28 | +0.81% | $729M | — |
| MAPOX Mairs & Power Balanced Fund Investor Class | $119.61 | +0.32% | $625M | — |
| BLK BlackRock, Inc. | $1127.66 | +0.84% | $175B | 49 5-pillar |
| BX Blackstone Inc. | $119.06 | +0.92% | $137B | 59 5-pillar |
| BAM Brookfield Asset Management | $47.04 | +0.02% | $75.1B | 75 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are IMIDX's Key Strengths?
Clear investment focus on mid-cap growth stocks.
- Benchmark-driven approach aligned with the Russell Midcap Growth® Index.
- Potential for mid-cap companies to outperform during economic expansions.
What Are IMIDX's Weaknesses?
Dependence on the performance of the mid-cap equity market.
- Vulnerability to economic downturns and market volatility.
- Competition from other asset management firms offering similar products.
What Are the Key Risks for IMIDX?
Economic recession or market correction.
- Underperformance relative to the Russell Midcap Growth® Index.
- Increased competition from other asset management firms.
- Changes in investor sentiment towards mid-cap stocks.
What Threats Does IMIDX Face?
- Changes in interest rates and inflation.
- Increased regulatory scrutiny of the asset management industry.
- Shift towards passive investing and lower-cost investment options.
What Are IMIDX's Competitive Advantages?
- Established track record in managing mid-cap equity portfolios.
- Alignment with the Russell Midcap Growth® Index provides a clear investment benchmark.
- Experienced investment management team with expertise in mid-cap stock selection.
What Does IMIDX Do?
Congress Mid Cap Growth Fund Institutional Class (IMIDX) is designed to provide investors with exposure to the mid-capitalization segment of the U.S. equity market. The fund strategically invests at least 80% of its net assets, including any borrowings for investment purposes, in the equity securities of companies that fall within this market capitalization range. The fund's investment strategy is centered around mirroring the market capitalizations of companies included in the Russell Midcap Growth® Index at the time of purchase. This benchmark serves as a guide for the advisor in defining mid-capitalization companies, ensuring that the fund's portfolio aligns with the intended market segment. The fund primarily invests in publicly traded stocks of U.S. companies, focusing on those that the advisor deems to have mid-size market capitalizations. This approach allows the fund to offer investors a targeted investment vehicle for participating in the growth potential of mid-cap companies while maintaining a diversified portfolio within this segment. The fund's investment objective is to achieve long-term capital appreciation by investing in a portfolio of mid-cap growth stocks.
What Products and Services Does IMIDX Offer?
- Invests primarily in publicly traded stocks of U.S. companies.
- Focuses on mid-capitalization companies.
- Aims to mirror the market capitalizations of companies in the Russell Midcap Growth® Index.
- Invests at least 80% of its net assets in equity securities.
- Offers investors exposure to the mid-cap segment of the U.S. equity market.
How Does IMIDX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM growth is driven by investment performance and net investor inflows.
- Expenses include investment management fees, operating costs, and distribution expenses.
What Industry Does IMIDX Operate In?
The asset management industry is characterized by intense competition and evolving investor preferences. Funds like Congress Mid Cap Growth Fund Institutional Class operate within a landscape where performance, fees, and investment strategies are constantly scrutinized. The trend towards passive investing and the rise of ETFs have put pressure on actively managed funds to demonstrate their value proposition. The competitive landscape includes both large, established asset managers and smaller, specialized firms. IMIDX's focus on mid-cap growth stocks positions it within a specific niche of the broader equity market.
Who Are IMIDX's Key Customers?
- Institutional investors seeking exposure to mid-cap growth stocks.
- Financial advisors allocating assets on behalf of their clients.
- Individual investors with a long-term investment horizon.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
IMIDX Financials
Bull Case vs Bear Case
Bull Case
- Clear investment focus on mid-cap growth stocks.
- Benchmark-driven approach aligned with the Russell Midcap Growth® Index.
- Potential for mid-cap companies to outperform during economic expansions.
- Ongoing: Positive economic data and earnings reports from mid-cap companies.
Bear Case
- Dependence on the performance of the mid-cap equity market.
- Vulnerability to economic downturns and market volatility.
- Competition from other asset management firms offering similar products.
- Potential: Economic recession or market correction.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
IMIDX Latest News
No recent news available for IMIDX.
IMIDX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for IMIDX.
Price Targets
Wall Street price target analysis for IMIDX.
IMIDX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for IMIDX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Congress Mid Cap Growth Fund Institutional Class (IMIDX) — Financials
What does Congress Mid Cap Growth Fund Institutional Class do?
Congress Mid Cap Growth Fund Institutional Class (IMIDX) is an investment fund that focuses on generating long-term capital appreciation by investing in mid-sized U.S. companies.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data is based on publicly available information and may be subject to change.