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Congress SMid Growth ETF
CSMD

32.56 USD
+0.11
0.34%
Updated Aug 26, 10:59 AM EDT
1 day
0.34%
5 days
0.40%
1 month
1.18%
3 months
6.96%
6 months
11.09%
Year to date
9.52%
1 year
10.45%
5 years
30.03%
10 years
30.03%
0
Funds holding %
of 7,431 funds
–
Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

59% more funds holding

Funds holding: 17 [Q1] → 27 (+10) [Q2]

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

26% more capital invested

Capital invested by funds: $244M [Q1] → $308M (+$63.7M) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

0.74% less ownership

Funds ownership: 97.57% [Q1] → 96.83% (-0.74%) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for CSMD.

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Financial journalist opinion

Positive
Seeking Alpha
1 year ago
CSMD: Too Expensive On Several Fronts, But This SMID Growth ETF Is One To Watch
The Congress SMID Growth ETF is a relatively new actively managed fund holding 42 small- and mid-cap stocks based on their growth features. Although new, Congress Asset Management's mutual funds, particularly its small cap ones, have a solid track record of outperforming low-cost benchmarks like the Vanguard Small Cap Growth ETF. CSMD's selections have an impressive 15.51% estimated one-year EPS growth rate and an earnings revision score that ranks #1 among growth ETFs with a weighted market cap below $15 billion.
CSMD: Too Expensive On Several Fronts, But This SMID Growth ETF Is One To Watch
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