CSMD icon

Congress SMid Growth ETF
CSMD

30.53 USD
-0.32
1.04%
At close Jun 13, 4:00 PM EDT
1 day
-1.04%
5 days
-0.84%
1 month
0.39%
3 months
13.03%
6 months
-2.80%
Year to date
2.69%
1 year
5.68%
5 years
21.92%
10 years
21.92%
0
Funds holding %
of 7,296 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.

See Analyst Rankings

Financial journalist opinion

Positive
Seeking Alpha
10 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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