Congress SMid Growth ETF

CSMD

Market cap $365M

Overview Fund Activity

33.41 USD

+0.35

1.06%

At close Updated Sep 15, 4:00 PM EDT

1 day

1.06%

5 days

1.49%

1 month

4.21%

3 months

8.69%

6 months

18.98%

Year to date

12.38%

1 year

14.11%

5 years

33.43%

10 years

33.43%

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

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

65% more funds holding

Funds holding: 17 [Q1] → 28 (+11) [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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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.

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Congress SMid Growth ETF CSMD Market cap $365M