CSMD icon

Congress SMid Growth ETF
CSMD

27.77 USD
+0.76
2.81%
At close Mar 14, 4:00 PM EDT
1 day
2.81%
5 days
-1.28%
1 month
-8.92%
3 months
-11.84%
6 months
-5.16%
Year to date
-6.59%
1 year
-4.21%
5 years
10.90%
10 years
10.90%
0
Funds holding %
of 7,372 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

33% more funds holding

Funds holding: 15 [Q3] → 20 (+5) [Q4]

28.5% more ownership

Funds ownership: 100.74% [Q3] → 129.24% (+28.5%) [Q4]

28% more capital invested

Capital invested by funds: $187M [Q3] → $240M (+$53.1M) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

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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
7 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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