CSMD - ETF AI Analysis
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Congress SMid Growth ETF (CSMD)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Year-to-Date Results
The ETF has delivered solid gains so far this year, indicating that its strategy has recently been working well for investors.
Leading Holdings with Strong Performance
Several of the largest positions, especially in industrial and technology names, have shown strong gains, helping drive the fund’s overall returns.
Diversified Sector Mix
Holdings spread across industrials, technology, health care, consumer, financials, and other sectors help reduce the impact if any single industry runs into trouble.
Negative Factors
Higher Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of your returns are used to cover fees each year.
Recent Short-Term Weakness
The ETF has slipped over the past month, showing that its performance can be sensitive to short-term market pullbacks.
Concentrated in U.S. Mid-Cap Growth
With almost all assets in U.S. stocks and a focus on a specific growth segment, the fund offers limited geographic diversification and may be more volatile than broader market funds.
CSMD vs. SPDR S&P 500 ETF (SPY)
AUM464.21M
RegionNorth America
Expense Ratio0.68%
Beta0.98
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. Volume35,992
30 Day Avg. Volume42,271
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
40.85Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering47
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CSMD Summary
The Congress SMid Growth ETF (CSMD) is a U.S. stock fund that focuses on smaller and mid-sized companies with growth potential, rather than the big household-name giants. It doesn’t track a set index, but instead follows a “small and mid-cap growth” theme, with many holdings in industrial, technology, and health care businesses. Well-known names in the fund include Curtiss-Wright and BJ’s Wholesale Club. Investors might consider CSMD to add diversification and seek higher long-term growth from up-and-coming companies. A key risk is that smaller and mid-sized stocks can be more volatile and can go up and down more than the overall market.
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
CSMD is leaning heavily on industrial names like Carpenter Technology and Sterling Infrastructure, which have been rising and act as key engines for the fund, even if their rich valuations hint at a bit of froth. Curtiss-Wright adds steady strength to that industrial tilt, while nVent Electric and Valmont have been more mixed lately, occasionally tapping the brakes on performance. On the growth side, Medpace and Halozyme give the ETF a healthy dose of U.S. mid-cap health care momentum. Overall, it’s a U.S.-focused, small- and mid-cap growth story with a clear industrial and health care backbone.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Curtiss-Wright | 4.23% | $19.19M | $26.75B | 50.61% | 74 Outperform | |
| nVent Electric | 3.62% | $16.42M | $24.88B | 76.16% | 76 Outperform | |
| Carpenter Technology | 3.49% | $15.86M | $25.82B | 114.81% | 75 Outperform | |
| Valmont | 3.47% | $15.74M | $9.30B | 33.64% | 71 Outperform | |
| Rubrik, Inc. Class A | 3.35% | $15.22M | $14.89B | -19.22% | 50 Neutral | |
| Halozyme | 2.87% | $13.04M | $9.79B | 37.14% | 73 Outperform | |
| Bj's Wholesale Club Holdings | 2.80% | $12.72M | $12.49B | -9.92% | 71 Outperform | |
| Repligen | 2.78% | $12.64M | $7.96B | 26.23% | 68 Neutral | |
| Medpace Holdings | 2.78% | $12.62M | $16.11B | 32.57% | 79 Outperform | |
| Rambus | 2.72% | $12.33M | $9.87B | 21.76% | 78 Outperform |
CSMD Technical Analysis
Positive
―
Price Trends
34.75
Positive
33.51
Positive
33.24
Positive
Market Momentum
-0.16
Negative
60.39
Neutral
81.66
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 34.34, equal to the 50-day MA of 34.75, and equal to the 200-day MA of 33.24, indicating a bullish trend. The MACD of -0.16 indicates Negative momentum. The RSI at 60.39 is Neutral, neither overbought nor oversold. The STOCH value of 81.66 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
Performance Comparison
CSMD
Congress SMid Growth ETF
35.64
3.54
11.03%
RSMC
Rockefeller U.S. Small-Mid Cap ETF
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MSSM
Morgan Stanley Pathway Small-Mid Cap Equity ETF
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GRNJ
Fundstrat Granny Shots US Small- & Mid-Cap ETF
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SMIZ
Zacks Small/Mid Cap ETF
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RNIN
Bushido Capital US SMID Cap Equity ETF
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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.
DisclaimerThis 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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