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Congress Large Cap Growth ETF (CAML)
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Upturn Advisory Summary
11/07/2025: CAML (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 31.72% | Avg. Invested days 76 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/07/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 27.68 - 36.43 | Updated Date 06/28/2025 |
52 Weeks Range 27.68 - 36.43 | Updated Date 06/28/2025 |
Upturn AI SWOT
Congress Large Cap Growth ETF
ETF Overview
Overview
The Congress Large Cap Growth ETF aims to provide investors with exposure to large-capitalization U.S. companies exhibiting strong growth characteristics. It typically focuses on sectors such as technology, consumer discretionary, and healthcare, employing a growth-oriented investment strategy to maximize capital appreciation.
Reputation and Reliability
Information regarding issuer's reputation and reliability in the market is not available.
Management Expertise
Information regarding management expertise is not available.
Investment Objective
Goal
The primary investment goal is to achieve long-term capital appreciation by investing in a portfolio of large-cap U.S. growth stocks.
Investment Approach and Strategy
Strategy: The ETF actively selects and manages a portfolio of large-cap growth stocks, aiming to outperform a relevant benchmark index.
Composition The ETF primarily holds stocks. Sector allocation is not specified but tends to focus on growth-oriented sectors like technology and healthcare.
Market Position
Market Share: Data on specific market share is not available.
Total Net Assets (AUM): Data on total net assets is not available.
Competitors
Key Competitors
- VUG
- IVW
- IWF
Competitive Landscape
The large-cap growth ETF market is highly competitive, dominated by well-established funds like VUG, IVW and IWF. These funds have significant AUM and brand recognition. Congress Large Cap Growth ETF will need to demonstrate superior stock selection or a differentiated investment approach to gain market share. It faces a challenge competing against lower-cost passively managed ETFs.
Financial Performance
Historical Performance: Historical performance data is not available for this ETF.
Benchmark Comparison: Benchmark comparison data is not available.
Expense Ratio: Expense Ratio is not available.
Liquidity
Average Trading Volume
Average trading volume data is not available, making it difficult to assess the liquidity of the ETF.
Bid-Ask Spread
Bid-ask spread information is unavailable, thus trading cost is also unavailable.
Market Dynamics
Market Environment Factors
The ETF's performance is susceptible to prevailing economic conditions, particularly those affecting growth stocks. Factors such as interest rate changes, inflation, and technological innovation play a significant role.
Growth Trajectory
Growth trajectory is dependent on management and stock selection. There are no available details on changes to strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
Currently, Congress Large Cap Growth ETF does not seem to have a defined competitive edge over existing popular large-cap growth ETFs. The ETF needs a clear differentiation in investment strategy, stock selection, or lower expense ratios to attract significant investor interest. Without a distinctive offering, it will be challenging to compete with established players who have greater brand recognition and larger asset bases. Differentiation should be focused on active stock selection.
Risk Analysis
Volatility
Volatility data is not available for this ETF.
Market Risk
Congress Large Cap Growth ETF is subject to market risk, which includes the potential for losses due to overall market declines. Since it focuses on growth stocks, it is likely to be more volatile than the broader market and more sensitive to changes in interest rates and economic growth.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking capital appreciation through investment in U.S. large-cap growth stocks and who is comfortable with potentially higher volatility.
Market Risk
This ETF is suitable for long-term investors with a higher risk tolerance, not for passive index followers due to its active management. It is more suited for investors seeking above-average returns and willing to accept greater potential volatility.
Summary
The Congress Large Cap Growth ETF targets capital appreciation through investing in US large-cap growth stocks. It will face steep competition from established ETFs in the same category. The ETF's success hinges on demonstrating superior stock selection and effective active management. Investors should carefully consider their risk tolerance and investment goals before investing. The success of this new ETF will be dependent upon attracting investors to the fund through a very competitive market of much older, established ETFs.
Similar ETFs
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is approximate and may vary. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Congress Large Cap Growth ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchange-traded fund ("ETF"). The fund adviser attempts to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of large-capitalization companies. The fund may invest any portion of the remaining 20% of its net assets from time to time in equity securities of small-capitalization and mid-capitalization companies.
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