CSMD - ETF AI Analysis
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Congress SMid Growth ETF (CSMD)
Rating:67Neutral
Price Target:―
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)
AUM477.25M
RegionNorth America
Expense Ratio0.68%
Beta0.98
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. Volume45,528
30 Day Avg. Volume54,295
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
41.56Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering48
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 heavily into U.S. industrial and tech names, and that’s where most of the action is. Industrial standouts like Sterling Infrastructure, nVent Electric, and Carpenter Technology have been powering the fund higher, with steady to rising momentum that reflects strong earnings and upbeat outlooks. Valmont is another industrial engine helping drive returns. On the tech side, Rambus and Entegris are contributing, though Rambus has been a bit mixed lately, while newer name Rubrik is more of a wild card, with its growth story still battling profitability headwinds.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Curtiss-Wright | 4.21% | $20.24M | $28.52B | 64.66% | 74 Outperform | |
| Valmont | 3.95% | $18.96M | $11.07B | 80.34% | 71 Outperform | |
| nVent Electric | 3.80% | $18.24M | $28.63B | 160.55% | 76 Outperform | |
| Carpenter Technology | 3.79% | $18.19M | $29.14B | 124.88% | 75 Outperform | |
| Sterling Infrastructure | 3.76% | $18.06M | $26.45B | 319.21% | 71 Outperform | |
| Rambus | 3.47% | $16.66M | $15.27B | 133.92% | 78 Outperform | |
| Rubrik, Inc. Class A | 3.09% | $14.85M | $14.45B | -21.38% | 50 Neutral | |
| Entegris | 2.86% | $13.72M | $27.26B | 142.20% | 66 Neutral | |
| Repligen | 2.69% | $12.94M | $7.45B | 5.38% | 68 Neutral | |
| Novanta | 2.66% | $12.80M | $5.53B | 26.83% | 70 Neutral |
CSMD Technical Analysis
Positive
―
Price Trends
34.00
Positive
33.23
Positive
33.09
Positive
Market Momentum
0.61
Negative
63.78
Neutral
75.47
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 35.16, equal to the 50-day MA of 34.00, and equal to the 200-day MA of 33.09, indicating a bullish trend. The MACD of 0.61 indicates Negative momentum. The RSI at 63.78 is Neutral, neither overbought nor oversold. The STOCH value of 75.47 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
Performance Comparison
CSMD
Congress SMid Growth ETF
36.49
5.17
16.51%
RSMC
Rockefeller U.S. Small-Mid Cap ETF
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MSSM
Morgan Stanley Pathway Small-Mid Cap Equity ETF
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GRNJ
Fundstrat Granny Shots US Small- & Mid-Cap ETF
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SMIZ
Zacks Small/Mid Cap ETF
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MGMT
Ballast Small/Mid Cap ETF
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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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