(CAML) Congress Large Cap Growth - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • • Large Growth
CAML: Large-Cap Stocks, Small-Cap Stocks, Mid-Cap Stocks
Congress Large Cap Growth ETF (NYSE ARCA: CAML) is an actively managed exchange-traded fund (ETF) designed to capitalize on the growth potential of large-capitalization companies. The funds primary objective is to achieve long-term capital appreciation by focusing on established companies with strong growth characteristics. The ETF is listed on the NYSE ARCA under the ticker symbol CAML and falls under the Large Growth category. It is managed by Congress Asset Management, a firm with a history of actively managed investment strategies.
The funds investment strategy involves allocating at least 80% of its net assets (plus any borrowings for investment purposes) to equity securities of large-capitalization companies. These companies typically have market capitalizations of $10 billion or more and are often leaders in their respective industries. The remaining 20% of the portfolio may be invested in smaller-cap companies, including mid- and small-capitalization firms, to diversify exposure and capture additional growth opportunities. This flexible approach allows the fund to adapt to changing market conditions while maintaining a core focus on large-cap growth stocks.
From a technical perspective, CAML has shown moderate trading activity with an average 20-day volume of 61,894 shares. The funds recent price of $34.43 is slightly below its 20-day moving average of $35.40, indicating short-term downward momentum. However, the 50-day moving average of $35.03 and the 200-day moving average of $33.28 suggest that the fund has been trending upward over the longer term. The Average True Range (ATR) of 0.46 indicates relatively low volatility, suggesting that the funds price movements have been stable in recent months.
Fundamentally, CAML has assets under management (AUM) of $269.67 million, placing it in the mid-sized category among ETFs. This size allows for efficient portfolio management while providing access to a diversified basket of large-cap growth stocks. The funds focus on large-cap companies typically offers a balance between growth potential and stability, as these firms often have established revenue streams and proven business models.
Looking ahead, the next three months are expected to see CAMLs performance influenced by broader market trends and the specific growth trajectories of its underlying holdings. Based on the current technical and fundamental data, the fund may experience a period of consolidation, with potential support near its 200-day moving average of $33.28 and resistance near its 50-day moving average of $35.03. Investors should monitor the funds ability to maintain its upward trend and its capacity to adapt to any shifts in market sentiment or economic conditions.
Additional Sources for CAML ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
CAML ETF Overview
Market Cap in USD | 268m |
Category | Large Growth |
IPO / Inception | 2023-08-21 |
CAML ETF Ratings
Growth 5y | 52.0% |
Fundamental | - |
Dividend | 6.75% |
Rel. Strength Industry | -4.15 |
Analysts | - |
Fair Price Momentum | 29.11 USD |
Fair Price DCF | - |
CAML Dividends
Dividend Yield 12m | 0.06% |
Yield on Cost 5y | 0.08% |
Annual Growth 5y | -100.00% |
Payout Consistency | 100.0% |
CAML Growth Ratios
Growth Correlation 3m | -20.4% |
Growth Correlation 12m | 86.9% |
Growth Correlation 5y | 95.7% |
CAGR 5y | 15.25% |
CAGR/Max DD 5y | 1.14 |
Sharpe Ratio 12m | 0.63 |
Alpha | -6.40 |
Beta | 1.18 |
Volatility | 32.20% |
Current Volume | 29.3k |
Average Volume 20d | 30.5k |
As of March 14, 2025, the stock is trading at USD 31.25 with a total of 29,300 shares traded.
Over the past week, the price has changed by -4.75%, over one month by -13.24%, over three months by -11.99% and over the past year by +2.58%.
Partly, yes. Based on ValueRay Analyses, Congress Large Cap Growth (NYSE ARCA:CAML) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 52.04 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of CAML as of March 2025 is 29.11. This means that CAML is currently overvalued and has a potential downside of -6.85%.
Congress Large Cap Growth has no consensus analysts rating.
According to ValueRays Forecast Model, CAML Congress Large Cap Growth will be worth about 32.7 in March 2026. The stock is currently trading at 31.25. This means that the stock has a potential upside of +4.48%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 32.7 | 4.5% |