Mutual Funds

Click below to learn more about our funds

Congress Asset has managed assets since


Our portfolio managers average 26 Years of investment experience

Contact Us:


Shareholder Services 1-888-688-1299


Shareholder Resources


2019 Estimated Capital Gains

IRS Form 8937: Congress SMid Core Opportunity Fund - Fund reorganization

New Account Application (Non-Retirement Accounts)

IRA Application (For Traditional, ROTH, SEP, and SIMPLE IRAs)

IRA Transfer Form

IRA Disclosure

Coverdell Education Savings Account Application

New Account Application for Legal Entities

Certification of Beneficial Owners Form




Mutual fund investing involves risk; Principal loss is possible.


The Congress Funds are registered for sale to residents of the United States, and information on this site is intended only for such persons. Nothing on this site should be considered a solicitation to buy or an offer to sell shares of any Congress Funds in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.


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