CONGRESS MID Financials

IMIDX Fund  USD 23.30  0.13  0.56%   
Financial data analysis helps to double-check if markets are today mispricing CONGRESS MID CAP. We were able to break down thirteen available fundamental indicators for CONGRESS MID CAP, which can be compared to its rivals. Please make use of CONGRESS MID CAP one year return and cash position weight to make a decision on whether CONGRESS MID is priced fairly. Use CONGRESS MID to enhance the returns of your portfolios. Benchmarks are essential to demonstrate the utility of optimization algorithms. The fund experiences a moderate upward volatility. Check odds of CONGRESS MID to be traded at $25.63 in 90 days.
  
With this module, you can analyze CONGRESS financials for your investing period. You should be able to track the changes in CONGRESS MID individual financial statements over time to develop the understanding of its risk, liquidity, profitability, or other critical and vital indicators.
Understanding current and past CONGRESS MID Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of CONGRESS MID's financial statements are interrelated, with each one affecting the others. For example, an increase in CONGRESS MID's assets may result in an increase in income on the income statement.
Evaluating CONGRESS MID's financials involves analyzing a range of financial metrics and ratios to gain insights into the company's financial health and performance. However, considering all of CONGRESS MID's profitability, liquidity ratios, and efficiency indicators at the same time could be an enormous task, and our Financial Distress score can provide you with a snapshot of the CONGRESS MID's relative financial performance

Chance Of Distress

Less than 1

CONGRESS MID CAP has less than 1 (%) percent chance of experiencing financial distress in the next two years of operations. The calculation of odds of distress for CONGRESS MID mutual fund is tightly coupled with the Probability of Bankruptcy. It complements the equity performance score by supplying investors with insight into company financials without requiring them to know too much about all of the complex accounting and financial indicators surrounding the entity.
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The data published in CONGRESS MID's official financial statements usually reflect CONGRESS MID's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of CONGRESS MID CAP. For example, before you start analyzing numbers published by CONGRESS accountants, it's critical to develop an understanding of what CONGRESS MID's liquidity, profitability, and earnings quality are in the context of the Congress space in which it operates.
Please note that past performance is not an indicator of the future performance of CONGRESS MID, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .

CONGRESS MID Company Summary

CONGRESS MID competes with CONGRESS MID, FRANKLIN LOW, VOYA GLOBAL, and LEGG MASON. The fund invests at least 80 percent of its net assets in equity securities of mid-capitalization companies. Congress Mid is traded on NASDAQ Exchange in the United States.
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
ISINUS74316J4581
Business Addressco US Bancorp
Mutual Fund FamilyCongress
Mutual Fund CategoryMid-Cap Growth
BenchmarkNYSE Composite
Phone888 688 1299
CurrencyUSD - US Dollar

CONGRESS Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining CONGRESS MID's current stock value. Our valuation model uses many indicators to compare CONGRESS MID value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across CONGRESS MID competition to find correlations between indicators driving CONGRESS MID's intrinsic value. More Info.
CONGRESS MID CAP is rated below average in net asset among similar funds. It is rated below average in three year return among similar funds . The ratio of Net Asset to Three Year Return for CONGRESS MID CAP is about  147,212,544 . Comparative valuation analysis is a catch-all model that can be used if you cannot value CONGRESS MID by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for CONGRESS MID's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the CONGRESS MID's earnings, one of the primary drivers of an investment's value.

CONGRESS MID CAP Systematic Risk

CONGRESS MID's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. CONGRESS MID volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on CONGRESS MID CAP correlated with the market. If Beta is less than 0 CONGRESS MID generally moves in the opposite direction as compared to the market. If CONGRESS MID Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one CONGRESS MID CAP is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of CONGRESS MID is generally in the same direction as the market. If Beta > 1 CONGRESS MID moves generally in the same direction as, but more than the movement of the benchmark.
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About CONGRESS MID Financials

What exactly are CONGRESS MID Financials? Typically, a company's financial statements are the reports that show the financial position of the company. Three primary documents fall into the category of financial statements. These documents include CONGRESS MID's income statement, its balance sheet, and the statement of cash flows. Potential CONGRESS MID investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although CONGRESS MID investors may use each financial statement separately, they are all related. The changes in CONGRESS MID's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on CONGRESS MID's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.

Steps to analyze CONGRESS MID Financials for Investing

There are several different ways that investors can use financial statements to try and predict whether a stock price will go up or down. Unfortunately, there is no surefire formula, but there are some general guidelines you should consider when looking at the numbers. First, realize what kind of company it is so you know if its revenues are more likely to grow or shrink over time. For example, a software company's revenue is expected to increase yearly due to new products and services that its customers will want to buy. At the same time, a car manufacturer might not be able to sell as many cars when the economy slows down, so it would have less net income during those times. Second, pay attention to its debt-to-equity ratio because this number will tell you how much risk it has. If a company such as CONGRESS MID is not taking on any additional risks, its debt-to-equity should be less than one. As a general rule of thumb, if the market value or book value (which can be found in the footnotes) of assets exceeds the company's liabilities, then it is probably in good shape. Finally, use other financial statements to determine if a stock price will go up or down because investors are always looking for growth opportunities when they buy new stocks. For example, if you see that the net revenue of CONGRESS has grown by more than 25% over the last five years, then there is a good chance that it will continue growing by at least 20% or more each year. On the other hand, if you see that net revenue has only increased by about 15%, which is barely above inflation levels, then chances are it will not grow much faster than this over time, and investors may shy away from buying it.
In summary, you can determine if CONGRESS MID's financials are consistent with your investment objective using the following steps:
  • Review CONGRESS MID's balance sheet accounts, such as liabilities and equity, to understand its overall financial position.
  • Analyze the income statement and examine the company's revenue, expenses, and profits over time to determine its financial performance.
  • Study the cash flow inflows and outflows to understand CONGRESS MID's liquidity and solvency.
  • Look at the growth rates in revenue, earnings, and cash flow over time to determine its potential for future growth.
  • Compare CONGRESS MID's financials to those of its peers to see how it stacks up and identify any potential red flags.
  • Use valuation ratios to evaluate the company's financials using commonly used ratios such as the price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and enterprise value-to-earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) ratio to determine if CONGRESS