Congress SMid Growth ETF
CSMD

$30.02

0%

Market Cap: $186M

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

200% more funds holding

Funds holding: 5 [Q1] → 15 (+10) [Q2]

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

2.93% more ownership

Funds ownership: 97.09% [Q1] → 100.02% (+2.93%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

85% less capital invested

Capital invested by funds: $108M [Q1] → $15.8M (-$91.7M) [Q2]

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Research analyst outlook

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

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Financial journalist opinion

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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