CSMD - ETF AI Analysis

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Congress SMid Growth ETF (CSMD)

Rating:70Outperform

Price Target:―

CSMD, the Congress SMid Growth ETF, has a solid overall rating driven mainly by strong performers like Comfort Systems USA (FIX), whose robust revenue growth, cash flow, and strategic acquisitions support the fund’s quality, and Rambus (RMBS), which benefits from strong financials and a favorable position in the AI market. Holdings such as Karman Holdings (KRMN), with high leverage and financial risks, slightly weigh on the rating. A key risk factor is that several top holdings show signs of high valuation and short-term technical weakness, which could increase volatility.

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)

AUM451.87M

RegionNorth America

Expense Ratio0.68%

Beta1.01

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. Volume70,476

30 Day Avg. Volume59,660

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

37.41

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering43

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

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 is leaning heavily on industrial standouts like Curtiss-Wright, Comfort Systems, and Sterling Infrastructure, which have been quietly powering the fund with rising share prices and solid earnings stories. On the tech side, Rambus and Karman Holdings are sprinting ahead, helped by AI and growth-focused narratives, while CyberArk has been more of a speed bump lately with mixed, slightly lagging action. With a clear tilt toward U.S. industrials and growth tech, and all holdings based in the U.S., this ETF is a focused bet on domestic small- and mid-cap expansion.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
CW	Curtiss-Wright	5.51%	$24.67M	$23.04B	76.59%	74 Outperform
STRL	Sterling Infrastructure	5.28%	$23.62M	$11.06B	151.02%	71 Outperform
FIX	Comfort Systems	5.15%	$23.03M	$39.50B	138.38%	80 Outperform
NVT	nVent Electric	3.80%	$16.99M	$18.83B	83.53%	76 Outperform
	―	3.49%	$15.61M	―	―	―
VMI	Valmont	3.34%	$14.96M	$8.99B	38.95%	71 Outperform
RMBS	Rambus	3.06%	$13.70M	$10.86B	48.85%	78 Outperform
KRMN	Karman Holdings Inc.	3.02%	$13.51M	$12.96B	―	62 Neutral
BJ	Bj's Wholesale Club Holdings	2.87%	$12.86M	$12.90B	-6.02%	71 Outperform
PEN	Penumbra	2.84%	$12.71M	$13.33B	30.79%	78 Outperform

CSMD Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

32.85

Negative

100DMA

32.94

Negative

200DMA

31.98

Positive

Market Momentum

MACD

0.11

Positive

RSI

39.94

Neutral

STOCH

14.67

Positive

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 33.84, equal to the 50-day MA of 32.85, and equal to the 200-day MA of 31.98, indicating a neutral trend. The MACD of 0.11 indicates Positive momentum. The RSI at 39.94 is Neutral, neither overbought nor oversold. The STOCH value of 14.67 is Positive, 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
CSMD	―	―	$451.87M	0.68%	―
JSMD	―	―	$832.43M	0.30%	―
MSSM	―	―	$721.66M	0.57%	―
RSMC	―	―	$721.50M	0.75%	―
GRNJ	―	―	$343.07M	0.75%	―
NBSM	―	―	$209.43M	0.65%	―

Performance Comparison

CSMD

Congress SMid Growth ETF

32.69

1.48

4.74%

JSMD

Janus Henderson Small/Mid Cap Growth Alpha ETF

―

MSSM

Morgan Stanley Pathway Small-Mid Cap Equity ETF

―

RSMC

Rockefeller U.S. Small-Mid Cap 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.

Disclaimer

This 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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