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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 driven mainly by strong performers like Medpace Holdings and Rambus, which show robust financial results, positive earnings commentary, and attractive growth prospects, especially in areas like AI. At the same time, weaker holdings such as Rubrik and Ligand Pharma, which face profitability, valuation, and technical challenges, weigh on the fund’s quality. The main risk factor is that several key holdings appear potentially overvalued or show bearish/overbought technical signals, which could increase volatility for investors.
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)

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-Wright4.23%$19.19M$26.75B50.61%
74
Outperform
nVent Electric3.62%$16.42M$24.88B76.16%
76
Outperform
Carpenter Technology3.49%$15.86M$25.82B114.81%
75
Outperform
Valmont3.47%$15.74M$9.30B33.64%
71
Outperform
Rubrik, Inc. Class A3.35%$15.22M$14.89B-19.22%
50
Neutral
Halozyme2.87%$13.04M$9.79B37.14%
73
Outperform
Bj's Wholesale Club Holdings2.80%$12.72M$12.49B-9.92%
71
Outperform
Repligen2.78%$12.64M$7.96B26.23%
68
Neutral
Medpace Holdings2.78%$12.62M$16.11B32.57%
79
Outperform
Rambus2.72%$12.33M$9.87B21.76%
78
Outperform

CSMD Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
34.75
Positive
100DMA
33.51
Positive
200DMA
33.24
Positive
Market Momentum
MACD
-0.16
Negative
RSI
60.39
Neutral
STOCH
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
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$464.21M0.68%
71
Outperform
$761.56M0.75%
68
Neutral
$707.10M0.62%
64
Neutral
$506.58M0.75%
71
Outperform
$270.54M0.55%
68
Neutral
$182.41M0.68%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CSMD
Congress SMid Growth ETF
35.64
3.54
11.03%
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
RNIN
Bushido Capital US SMID Cap Equity 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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