CSMD - ETF AI Analysis

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Congress SMid Growth ETF (CSMD)

Rating:70Neutral

Price Target:―

The Congress SMid Growth ETF (CSMD) has a solid overall rating, reflecting a mix of strong performers and some weaker holdings. Comfort Systems USA (FIX) stands out as a key contributor due to its robust revenue growth, efficient cash flow management, and strategic acquisitions, which significantly boost the fund's rating. However, CyberArk Software (CYBR) has a lower score, held back by negative profitability and bearish technical indicators, which slightly dampen the ETF's overall performance. A potential risk factor is the fund's exposure to stocks with high valuations, which could pose challenges in volatile market conditions.

Positive Factors

Strong Top Holdings

Several of the largest positions, such as Comfort Systems and Sterling Infrastructure, have delivered strong year-to-date gains, supporting the fund’s overall performance.

Sector Diversification

The ETF is spread across multiple sectors like Industrials, Technology, and Health Care, reducing reliance on any single industry.

Healthy Year-to-Date Performance

The fund has shown solid year-to-date growth, indicating strong momentum in its holdings.

Negative Factors

High Expense Ratio

The ETF charges a relatively high expense ratio compared to many passive funds, which could eat into investor returns over time.

Over-Concentration in U.S. Market

With nearly all assets focused on U.S. companies, the fund lacks exposure to international markets, limiting geographic diversification.

Recent Short-Term Weakness

The fund’s one-month performance has been slightly negative, suggesting some short-term volatility or underperformance.

CSMD vs. SPDR S&P 500 ETF (SPY)

AUM441.38M

RegionNorth America

Expense Ratio0.68%

Beta1.01

IssuerCongress

Inception DateAug 22, 2023

Dividend YieldN/A

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume46,438

30 Day Avg. Volume55,669

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

37.97

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering43

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

CSMD Summary

The Congress SMid Growth ETF (CSMD) focuses on small and mid-sized companies in the U.S. that have strong growth potential. It includes businesses from various industries, such as technology, healthcare, and industrials. Some of its top holdings are Comfort Systems and Sterling Infrastructure, which are leaders in their fields. This ETF is a good option for investors looking to diversify their portfolio and tap into the growth opportunities of smaller, agile companies. However, new investors should be aware that small and mid-cap stocks can be more volatile than larger companies, meaning their prices can rise and fall more dramatically.

How much will it cost me?The Congress SMid Growth ETF (CSMD) has an expense ratio of 0.68%, meaning you’ll pay $6.80 per year for every $1,000 invested. This is higher than average because it is actively managed, with a team of professionals carefully selecting growth-focused small and mid-cap companies. Active management typically involves more research and decision-making, which increases costs.

What would affect this ETF?The Congress SMid Growth ETF (CSMD) could benefit from continued innovation and expansion in sectors like Technology and Industrials, which make up a significant portion of its holdings. However, it may face challenges if economic conditions worsen, as small and mid-cap companies are often more sensitive to interest rate hikes and market volatility. Additionally, sector-specific risks, such as regulatory changes in Health Care or shifts in consumer spending, could impact its performance.

CSMD Top 10 Holdings

The Congress SMid Growth ETF leans heavily into Industrials, Technology, and Health Care, with these sectors making up the bulk of its portfolio. Comfort Systems is a standout performer, riding strong revenue growth and strategic acquisitions to boost the fund. Meanwhile, Sterling Infrastructure is lagging, with valuation concerns and recent weakness weighing on its contribution. CyberArk Software and Rambus offer mixed signals—both show potential with solid growth drivers but face technical and profitability challenges. Overall, the fund’s U.S.-focused, growth-oriented positioning reflects a bet on innovation and agility in smaller, dynamic companies.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
CW	Curtiss-Wright	5.52%	$24.42M	$23.48B	75.95%	74 Outperform
FIX	Comfort Systems	4.85%	$21.48M	$37.14B	130.08%	80 Outperform
STRL	Sterling Infrastructure	4.64%	$20.52M	$9.81B	80.22%	71 Outperform
CYBR	CyberArk Software	4.15%	$18.34M	$23.31B	32.62%	52 Neutral
NVT	nVent Electric	3.41%	$15.10M	$16.87B	51.74%	76 Outperform
KRMN	Karman Holdings Inc.	3.26%	$14.43M	$14.29B	―	62 Neutral
VMI	Valmont	3.14%	$13.87M	$8.43B	33.69%	71 Outperform
MEDP	Medpace Holdings	2.94%	$12.99M	$17.36B	81.50%	79 Outperform
RMBS	Rambus	2.85%	$12.62M	$10.83B	70.83%	78 Outperform
	―	2.83%	$12.52M	―	―	―

CSMD Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

32.29

Positive

100DMA

32.76

Positive

200DMA

31.43

Positive

Market Momentum

MACD

0.36

Negative

RSI

65.86

Neutral

STOCH

96.21

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CSMD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 32.52, equal to the 50-day MA of 32.29, and equal to the 200-day MA of 31.43, indicating a bullish trend. The MACD of 0.36 indicates Negative momentum. The RSI at 65.86 is Neutral, neither overbought nor oversold. The STOCH value of 96.21 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CSMD.

CSMD Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
CSMD	―	―	$441.38M	0.68%	―
JSMD	―	―	$819.04M	0.30%	―
RSMC	―	―	$745.03M	0.75%	―
MSSM	―	―	$723.96M	0.57%	―
GRNJ	―	―	$259.60M	0.75%	―
NBSM	―	―	$211.18M	0.65%	―

Performance Comparison

CSMD

Congress SMid Growth ETF

33.69

2.43

7.77%

JSMD

Janus Henderson Small/Mid Cap Growth Alpha ETF

―

RSMC

Rockefeller U.S. Small-Mid Cap ETF

―

MSSM

Morgan Stanley Pathway Small-Mid Cap Equity ETF

―

GRNJ

Fundstrat Granny Shots US Small- & Mid-Cap ETF

―

NBSM

Neuberger Berman Small-Mid Cap ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

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