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CSMD - ETF AI Analysis

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CSMD

Congress SMid Growth ETF (CSMD)

Rating:71Outperform
Price Target:
CSMD, the Congress SMid Growth ETF, has a solid overall rating, reflecting a portfolio led by strong performers like Comfort Systems USA and Rambus, which bring robust revenue growth, healthy cash generation, and strategic positioning in areas like AI. These strengths are partly offset by holdings such as Rubrik, where negative equity, profitability challenges, and unattractive valuation introduce notable risk, and by several stocks showing signs of potential overvaluation or short-term technical weakness, making valuation and growth-risk balance the main considerations for this fund.
Positive Factors
Strong Top Holdings Performance
Many of the largest positions have shown strong gains this year, helping support the ETF’s overall results.
Balanced Sector Mix
Holdings spread across industrials, health care, technology, and several other sectors help reduce reliance on any single industry.
Solid Asset Base
The fund manages a sizable pool of assets, which can support trading liquidity and ongoing fund stability for investors.
Negative Factors
Higher Expense Ratio
The ETF charges a relatively high fee, which can eat into long-term returns compared with lower-cost alternatives.
Heavy U.S. Concentration
With almost all assets in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. economy.
Recent Short-Term Volatility
The ETF’s weak three-month performance versus its stronger one-month and year-to-date results suggests choppy, less predictable short-term returns.

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

CSMD Summary

The Congress SMid Growth ETF (CSMD) focuses on small and mid-sized U.S. companies that are aiming to grow faster than the overall market, rather than tracking a specific index. It invests across many sectors, with a lot in industrials, health care, and technology, and holds names like nVent Electric and BJ’s Wholesale Club. Someone might consider CSMD to add growth potential and diversify beyond the usual large, well-known stocks. A key risk is that smaller growth companies can be more volatile, so the ETF’s price can move up and down more sharply than the broader 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 leans heavily on U.S. industrial standouts, with Sterling Infrastructure, nVent Electric, and Comfort Systems doing much of the heavy lifting as their shares keep climbing and set the tone for the fund. Curtiss-Wright and Valmont add to this industrial backbone, giving the ETF a clear tilt toward economically sensitive, project-driven businesses. On the tech side, Rambus has been rising overall, while newer name Rubrik is more of a wild card, with mixed signals. BJ’s Wholesale and Penumbra are softer spots, occasionally tugging on returns rather than driving them.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Sterling Infrastructure5.93%$27.80M$27.08B328.38%
71
Outperform
nVent Electric5.32%$24.96M$26.34B139.43%
76
Outperform
Rambus4.84%$22.69M$15.71B153.02%
78
Outperform
Comfort Systems4.23%$19.84M$64.91B269.42%
80
Outperform
Curtiss-Wright4.16%$19.50M$27.08B56.79%
74
Outperform
Valmont3.76%$17.61M$10.36B63.94%
71
Outperform
Rubrik, Inc. Class A3.42%$16.01M$15.11B-21.19%
50
Neutral
Carpenter Technology3.17%$14.88M$24.03B97.21%
75
Outperform
Novanta2.79%$13.10M$5.57B27.69%
70
Neutral
2.49%$11.69M

CSMD Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
32.88
Positive
100DMA
33.04
Positive
200DMA
32.89
Positive
Market Momentum
MACD
0.47
Negative
RSI
55.14
Neutral
STOCH
48.56
Neutral
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 33.74, equal to the 50-day MA of 32.88, and equal to the 200-day MA of 32.89, indicating a bullish trend. The MACD of 0.47 indicates Negative momentum. The RSI at 55.14 is Neutral, neither overbought nor oversold. The STOCH value of 48.56 is Neutral, 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
$469.23M0.68%
71
Outperform
$769.43M0.75%
68
Neutral
$760.39M0.62%
64
Neutral
$505.14M0.75%
70
Outperform
$266.74M0.55%
68
Neutral
$220.77M0.65%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CSMD
Congress SMid Growth ETF
34.23
3.45
11.21%
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
SMIZ
Zacks 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.
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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