Funds Offered by  

47 funds.    These are mutual funds, unit investment trusts, or interval funds.

SymbolDescriptionTypeInceptionCategory1Category2Category3Strategy/IndexLeverage factorFeesActions
AKREXAkre Focus Fund Retail ClassMutual fund08/31/2009US Equity Broad marketLarge capActively managed1.00 1.32%Analyze
AKRIXAkre Focus Fund Institutional ClassMutual fund08/31/2009US Equity Broad marketLarge capActively managed1.00 1.05%Analyze
AKRSXAkre Focus Fund Supra Institutional ClassMutual fund08/31/2015US Equity Broad marketLarge capActively managed1.00 0.95%Analyze
BCAIXBoston Common ESG Impact International FundMutual fund12/29/2010Global Equity Developed markets ex-USLarge capActively managed1.00 0.00%Analyze
BCAMXBoston Common ESG Impact U.S. Equity FundMutual fund04/30/2012US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
BCEMXBoston Common ESG Impact Emerging Markets Fund Institutional ClassMutual fund06/01/2021Actively managed1.00 0.00%Analyze
BVEFXBecker Value Equity Fund Retail ClassMutual fund11/03/2003US Equity Broad marketLarge capActively managed1.00 0.78%Analyze
BVEIXBecker Value Equity Fund Institutional ClassMutual fund11/03/2003US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
CAMLXCongress Large Cap Growth Fund Retail ClassMutual fund06/14/2021US Equity Broad marketLarge capActively managed1.00 0.99%Analyze
CANGXCAN SLIM Tactical Growth FundMutual fund09/26/2005Asset AllocationUSModerateActively managed1.00 1.43%Analyze
CMIDXCongress Mid Cap Growth Fund Retail ClassMutual fund10/31/2012US EquityBroad marketMid capActively managed1.00 1.06%Analyze
CMLIXCongress Large Cap Growth Fund Institutional ClassMutual fund03/15/1928US Equity Broad marketLarge capActively managed1.00 0.00%Analyze
CSMCXCongress Small Cap Growth Fund Institutional ClassMutual fund12/09/1999US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
CSMVXCongress Small Cap Growth Fund Retail ClassMutual fund12/09/1999US Equity Broad marketSmall capActively managed1.00 1.25%Analyze
HDPBXHodges Blue Chip Equity Income Fund Retail ClassMutual fund09/10/2009US Equity Broad marketLarge capActively managed1.00 1.30%Analyze
HDPCXHodges Pure Contrarian Fund Retail ClassMutual fund09/10/2009US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
HDPIXHodges Fund Institutional ClassMutual fund10/09/1992US EquityBroad marketMid capActively managed1.00 0.00%Analyze
HDPMXHodges Fund Retail ClassMutual fund10/09/1992US EquityBroad marketMid capActively managed1.00 1.18%Analyze
HDPSXHodges Small Cap Fund Retail ClassMutual fund12/18/2007US Equity Broad marketSmall capActively managed1.00 1.30%Analyze
HDSIXHodges Small Cap Fund Institutional ClassMutual fund12/18/2007US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
HDSMXHodges Small-Mid Cap Fund Retail ClassMutual fund12/26/2013US EquityBroad marketMid capActively managed1.00 1.40%Analyze
HDSVXHodges Small Intrinsic Value Fund Retail ClassMutual fund12/26/2013US Equity Broad marketSmall capActively managed1.00 1.29%Analyze
IMIDXCongress Mid Cap Growth Fund Institutional ClassMutual fund10/31/2012US EquityBroad marketMid capActively managed1.00 0.81%Analyze
MZCIXMuzinich Credit Opportunities Fund Institutional SharesMutual fund01/03/2013US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
MZCRXMuzinich Credit Opportunities Fund Class A SharesMutual fund06/14/2021US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
MZCSXMuzinich Credit Opportunities Fund Supra Institutional SharesMutual fund06/14/2021US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
MZFIXMuzinich High Income Floating Rate Fund Institutional SharesMutual fund06/14/2021US Fixed Income Bank loansBroad marketActively managed1.00 0.00%Analyze
MZFRXMuzinich High Income Floating Rate Fund - Class A SharesMutual fund06/14/2021US Fixed Income Bank loansBroad marketActively managed1.00 0.00%Analyze
MZFSXMuzinich High Income Floating Rate Fund - Supra Institutional SharesMutual fund06/14/2021US Fixed Income Bank loansBroad marketActively managed1.00 0.00%Analyze
MZHIXMuzinich U.S. High Yield Credit Fund Institutional SharesMutual fund03/31/2016US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.00%Analyze
MZHSXMuzinich U.S. High Yield Credit Fund Supra Institutional SharesMutual fund06/14/2021US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.00%Analyze
MZLIXMuzinich Low Duration Fund Institutional SharesMutual fund06/14/2021US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
MZLRXMuzinich Low Duration Fund - Class A SharesMutual fund06/14/2021US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
MZLSXMuzinich Low Duration Fund Supra Institutional SharesMutual fund06/14/2021US Fixed Income Broad marketUnconstrainedActively managed1.00 0.00%Analyze
OSTFXOsterweis FundMutual fund10/01/1993US Equity Broad marketLarge capActively managed1.00 0.96%Analyze
OSTGXOsterweis Emerging Opportunity FundMutual fund11/30/2016US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
OSTIXOsterweis Strategic Income FundMutual fund08/30/2002US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.88%Analyze
OSTRXOsterweis Total Return FundMutual fund12/30/2016US Fixed IncomeCorporate bondsUnconstrainedActively managed1.00 0.00%Analyze
OSTVXOsterweis Strategic Investment InvestmentMutual fund08/31/2010Asset AllocationUSModerateActively managed1.00 1.16%Analyze
OTCRXOtter Creek Long/Short Opportunity Fund Investor ClassMutual fund12/30/2013Alternatives Long/short equityUS stocksActively managed1.00 2.57%Analyze
OTTRXOtter Creek Long/Short Opportunity Fund Institutional ClassMutual fund12/30/2013Alternatives Long/short equityUS stocksActively managed1.00 2.31%Analyze
PORIXTrillium ESG Global Equity Fund Institutional ClassMutual fund09/30/1999Global EquityGlobalLarge capActively managed1.00 1.07%Analyze
PORTXTrillium ESG Global Equity Fund Retail ClassMutual fund09/30/1999Global EquityGlobalLarge capActively managed1.00 1.34%Analyze
TCMSXTCM Small Cap Growth FundMutual fund10/01/2004US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
TSMDXTrillium ESG Small/Mid Cap Fund InstitutionalMutual fund08/31/2015US EquityBroad marketMid capActively managed1.00 0.98%Analyze
VILLXVillere Balanced Fund Investor ClassMutual fund09/30/1999Asset AllocationUSModerateActively managed1.00 0.97%Analyze
VLEQXVillere Equity FundMutual fund05/31/2013US EquityBroad marketMid capActively managed1.00 1.23%Analyze
TOTAL47

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