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CAML - ETF AI Analysis
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Congress Large Cap Growth ETF (CAML)
Rating:74Outperform
Price Target:―
Positive Factors
Leading Large-Cap Growth Names
The ETF holds many well-known, established growth companies, which can provide solid long-term growth potential.
Broad Sector Diversification
Holdings are spread across technology, communication services, industrials, health care, financials, and several other sectors, helping reduce the impact of weakness in any single industry.
Healthy Fund Size
With several hundred million dollars in assets, the fund is large enough to offer stability and efficient trading for most individual investors.
Negative Factors
Recent Weak Performance
The ETF has shown negative returns over the past month, three months, and year-to-date, signaling recent performance headwinds.
High U.S. Concentration
Almost all assets are invested in U.S. companies, offering little geographic diversification if the U.S. market struggles.
Above-Average Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are eaten up by fees over time.
CAML vs. SPDR S&P 500 ETF (SPY)
AUM340.83M
RegionNorth America
Expense Ratio0.65%
Beta1.14
IssuerCongress
Inception DateAug 22, 2023
Dividend Yield<0.01%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume17,196
30 Day Avg. Volume26,006
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
46.11Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering39
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CAML Summary
The Congress Large Cap Growth ETF (CAML) invests in large, well-known U.S. companies that are expected to grow faster than the overall market. It doesn’t track a set index, but instead is actively managed to pick growth-focused leaders, with a heavy tilt toward technology and communication services. Top holdings include big names like Apple, Nvidia, Microsoft, and Amazon. Someone might invest in CAML to seek long-term growth and diversification across many leading companies. A key risk is that it leans heavily on growth and tech-related stocks, so its price can rise and fall more than the broader market.
How much will it cost me?The Congress Large Cap Growth ETF (Ticker: CAML) has an expense ratio of 0.65%, meaning you’ll pay $6.50 per year for every $1,000 invested. This is higher than average because it is actively managed, which typically involves more research and decision-making compared to passively managed funds that track an index.
What would affect this ETF?The Congress Large Cap Growth ETF (CAML) could benefit from continued innovation and strong earnings growth in the technology sector, which makes up a significant portion of its holdings, including companies like Nvidia, Apple, and Microsoft. However, rising interest rates or economic slowdowns could negatively impact growth-focused investments, particularly in sectors like technology and consumer cyclical. Additionally, regulatory changes targeting large-cap tech companies in the U.S. could pose risks to the ETF's performance.
CAML Top 10 Holdings
CAML is leaning hard into U.S. tech and AI, with Nvidia, Microsoft, and Broadcom acting as the fund’s main growth engines even though they’ve been wobbling lately rather than sprinting ahead. Alphabet and Amazon are the steadier hands in Big Tech, recently rising and helping to offset some of that tech turbulence. Apple, by contrast, looks like it’s losing steam and has been a drag. Outside of tech, Goldman Sachs and Howmet Aerospace have been bright spots, giving this largely U.S.-focused growth fund a bit of balance beyond the digital heavyweights.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.49% | $22.12M | $4.64T | 59.18% | 76 Outperform | |
| Apple | 5.23% | $17.82M | $3.81T | 9.95% | 79 Outperform | |
| Alphabet Class A | 4.59% | $15.64M | $4.08T | 65.67% | 85 Outperform | |
| Arista Networks | 4.08% | $13.89M | $178.49B | 23.01% | 83 Outperform | |
| Goldman Sachs Group | 3.76% | $12.82M | $280.56B | 46.07% | 73 Outperform | |
| Broadcom | 3.75% | $12.78M | $1.57T | 49.73% | 76 Outperform | |
| Microsoft | 3.52% | $11.99M | $3.20T | 3.67% | 79 Outperform | |
| Meta Platforms | 3.35% | $11.43M | $1.81T | 3.96% | 76 Outperform | |
| Amazon | 2.96% | $10.10M | $2.56T | 0.68% | 71 Outperform | |
| TJX Companies | 2.86% | $9.74M | $166.36B | 20.05% | 79 Outperform |
CAML Technical Analysis
Negative
―
Price Trends
38.35
Negative
38.56
Negative
37.08
Positive
Market Momentum
-0.06
Positive
43.73
Neutral
63.02
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CAML, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 38.39, equal to the 50-day MA of 38.35, and equal to the 200-day MA of 37.08, indicating a neutral trend. The MACD of -0.06 indicates Positive momentum. The RSI at 43.73 is Neutral, neither overbought nor oversold. The STOCH value of 63.02 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for CAML.
CAML Peer Comparison
Comparison Results
Performance Comparison
CAML
Congress Large Cap Growth ETF
37.99
2.67
7.56%
IWLG
IQ Winslow Large Cap Growth ETF
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QDVO
Amplify CWP Growth & Income ETF
―
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LRGE
ClearBridge Large Cap Growth ESG ETF
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―
FLCG
Federated Hermes MDT Large Cap Growth ETF
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―
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LRGG
Macquarie Focused Large Growth ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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