CSMD icon

Congress SMid Growth ETF
CSMD

31.17 USD
-0.35
1.11%
At close Jul 11, 4:00 PM EDT
1 day
-1.11%
5 days
-1.36%
1 month
1.46%
3 months
16.39%
6 months
3.66%
Year to date
4.84%
1 year
6.16%
5 years
24.48%
10 years
24.48%
0
Funds holding %
of 7,312 funds
–
Analysts bullish %

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

2% more capital invested

Capital invested by funds: $239M [Q4 2024] → $244M (+$4.53M) [Q1 2025]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

3.85% less ownership

Funds ownership: 101.42% [Q4 2024] → 97.57% (-3.85%) [Q1 2025]

15% less funds holding

Funds holding: 20 [Q4 2024] → 17 (-3) [Q1 2025]

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

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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
11 months 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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