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CSMD - ETF AI Analysis

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CSMD

Congress SMid Growth ETF (CSMD)

Rating:72Outperform
Price Target:
CSMD, the Congress SMid Growth ETF, earns a solid overall rating largely because many of its biggest positions—like Comfort Systems USA (FIX), Penumbra (PEN), and Rambus (RMBS)—show strong financial performance, revenue growth, and positive earnings outlooks that support the fund’s quality. These strengths are partly offset by valuation concerns and some short-term technical weakness across several holdings, while Karman Holdings (KRMN) adds risk due to high leverage and negative equity, making financial risk and relatively expensive valuations the main factors that hold the rating back.
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and in the most recent month, showing positive momentum.
Leading Holdings Performing Well
Several of the largest positions, especially in industrials and technology, have shown strong year-to-date performance that supports the fund’s returns.
Diversified Sector Mix Within Growth Areas
Holdings spread across industrials, technology, health care, and consumer sectors help reduce the impact if any one growth industry weakens.
Negative Factors
High Expense Ratio
The fund’s fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost options.
Heavy U.S. Concentration
With almost all assets in U.S. companies, the ETF offers little geographic diversification and is highly tied to the U.S. economy.
Sector Concentration in Industrials and Tech
A large share of the portfolio is in industrial and technology stocks, which can increase risk if these sectors face a downturn.

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

CSMD Summary

Congress SMid Growth ETF (CSMD) is an actively managed fund that focuses on small- and mid-sized U.S. companies with strong growth potential, rather than tracking a specific index. It invests mainly in industrial, technology, and health care businesses, including names like Curtiss-Wright and CyberArk Software. Someone might consider CSMD to seek higher long-term growth and to diversify beyond the usual large, well-known stocks. However, because it concentrates on smaller growth companies in the U.S., its share price can be more volatile and may go up and down more sharply 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 leans heavily into U.S. industrials, with Comfort Systems and Sterling Infrastructure acting as the main growth engines over the past few months, even if they’ve cooled off recently. Curtiss-Wright and nVent Electric add more industrial punch, but their momentum has turned a bit choppy, hinting at some short-term turbulence. Karman Holdings is one of the brighter, rising names, helping offset weakness from Valmont, which has been dragging on returns. With a clear tilt toward U.S. small- and mid-cap industrial growth, this fund is making a focused bet rather than spreading out broadly across sectors.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Comfort Systems6.68%$27.38M$50.12B356.39%
80
Outperform
Sterling Infrastructure6.52%$26.72M$11.71B235.78%
71
Outperform
Curtiss-Wright4.23%$17.35M$25.80B139.08%
74
Outperform
nVent Electric4.12%$16.89M$19.23B163.10%
76
Outperform
Bj's Wholesale Club Holdings3.13%$12.85M$12.34B-15.04%
71
Outperform
Valmont3.13%$12.82M$8.04B55.55%
71
Outperform
Penumbra3.01%$12.33M$12.98B28.98%
78
Outperform
Rambus2.97%$12.17M$9.90B114.17%
78
Outperform
Carpenter Technology2.87%$11.75M$19.63B160.41%
75
Outperform
Karman Holdings Inc.2.84%$11.62M$10.87B194.96%
62
Neutral

CSMD Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
32.67
Negative
100DMA
32.58
Negative
200DMA
32.55
Negative
Market Momentum
MACD
-0.57
Negative
RSI
42.24
Neutral
STOCH
51.76
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CSMD, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 31.31, equal to the 50-day MA of 32.67, and equal to the 200-day MA of 32.55, indicating a bearish trend. The MACD of -0.57 indicates Negative momentum. The RSI at 42.24 is Neutral, neither overbought nor oversold. The STOCH value of 51.76 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for CSMD.

CSMD Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$411.28M0.68%
72
Outperform
$824.43M0.30%
70
Neutral
$690.27M0.75%
68
Neutral
$660.69M0.57%
65
Neutral
$375.77M0.75%
70
Neutral
$213.10M0.65%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CSMD
Congress SMid Growth ETF
30.86
4.58
17.43%
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.
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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