CSMD - ETF AI Analysis

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Congress SMid Growth ETF (CSMD)

Rating:71Outperform

Price Target:―

CSMD, the Congress SMid Growth ETF, has an overall rating that reflects a generally solid portfolio of growing companies, led by strong contributors like Comfort Systems USA and Rambus, which benefit from robust revenue growth, healthy cash generation, and strategic positioning in attractive markets. These strengths are partly offset by concerns about high valuations and some short-term technical weakness across several holdings, and by riskier names like Karman Holdings, where high leverage and negative equity add financial risk. Overall, the fund’s main risk is that many of its key positions look expensive and can be more volatile, even though their business trends are positive.

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)

AUM429.71M

RegionNorth America

Expense Ratio0.68%

Beta0.97

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. Volume85,073

30 Day Avg. Volume87,394

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

39.50

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering45

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

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 is leaning hard into U.S. industrial and tech names, and that’s where most of the action is. Comfort Systems, Sterling Infrastructure, and nVent Electric are powering ahead, giving the fund a strong industrial backbone, while Carpenter Technology adds more lift. On the tech side, Rambus and Entegris are rising on AI and semiconductor-related optimism, helping keep momentum strong. Offsetting some of that strength, Penumbra and BJ’s Wholesale look more sluggish, so the fund’s story is one of strong U.S. growth engines pulling a few laggards along for the ride.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NVT	nVent Electric	5.25%	$22.86M	$26.31B	166.44%	76 Outperform
STRL	Sterling Infrastructure	4.77%	$20.76M	$16.25B	217.71%	71 Outperform
FIX	Comfort Systems	4.45%	$19.38M	$66.60B	334.64%	80 Outperform
CW	Curtiss-Wright	4.30%	$18.74M	$26.53B	99.71%	74 Outperform
VMI	Valmont	3.80%	$16.53M	$9.84B	65.39%	71 Outperform
RMBS	Rambus	3.45%	$15.03M	$12.06B	119.83%	78 Outperform
CRS	Carpenter Technology	2.98%	$13.00M	$21.25B	101.79%	75 Outperform
BJ	Bj's Wholesale Club Holdings	2.77%	$12.06M	$12.27B	-20.77%	71 Outperform
PEN	Penumbra	2.76%	$12.03M	$12.77B	10.75%	78 Outperform
RBRK	Rubrik, Inc. Class A	2.64%	$11.48M	$11.92B	-26.25%	50 Neutral

CSMD Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

32.26

Positive

100DMA

32.71

Negative

200DMA

32.69

Negative

Market Momentum

MACD

0.13

Positive

RSI

51.85

Neutral

STOCH

48.37

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 32.52, equal to the 50-day MA of 32.26, and equal to the 200-day MA of 32.69, indicating a neutral trend. The MACD of 0.13 indicates Positive momentum. The RSI at 51.85 is Neutral, neither overbought nor oversold. The STOCH value of 48.37 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
CSMD	―	―	$429.71M	0.68%	71 Outperform
JSMD	―	―	$981.40M	0.30%	70 Neutral
RSMC	―	―	$752.84M	0.75%	68 Neutral
MSSM	―	―	$728.02M	0.62%	65 Neutral
GRNJ	―	―	$456.73M	0.75%	69 Neutral
SMIZ	―	―	$245.32M	0.55%	69 Neutral

Performance Comparison

CSMD

Congress SMid Growth ETF

32.54

3.45

11.86%

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

―

SMIZ

Zacks 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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