CSMD icon

Congress SMid Growth ETF
CSMD

30.17 USD
+0.19
0.63%
At close Dec 20, 4:00 PM EST
1 day
0.63%
5 days
-4.19%
1 month
-1.21%
3 months
1.00%
6 months
4.87%
Year to date
14.58%
1 year
15.33%
5 years
20.49%
10 years
20.49%
0
Funds holding %
of 6,809 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

1,082% more capital invested

Capital invested by funds: $15.8M [Q2] → $187M (+$171M) [Q3]

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

0.72% more ownership

Funds ownership: 100.02% [Q2] → 100.74% (+0.72%) [Q3]

0% more funds holding

Funds holding: 15 [Q2] → 15 (+0) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

See Fund Rankings

Research analyst outlook

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

See Analyst Rankings

Financial journalist opinion

Positive
Seeking Alpha
4 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
See News Rankings
Charts implemented using Lightweight Charts™