CSMD Price Forecast & ETF Analysis. Dividend · Expense Ratio · Holdings · NAV · RSI · MACD | US Stocks Today
Oct 23 at 4:00 PM ET (Korea 10/24 05:00)
Full metrics table
| Category | US Equities - Dividend & Fundamental | Expense | 0.68% | Return% 1Y | -0.27% | Total Holdings | 47 | Perf Week | 0.87% | Volume | 35,144 |
| Asset Type | Equities (Stocks) | AUM | $468M | Return% 3Y | 11.1% | NAV | $33.49 | Perf Month | -2.1% | Avg Volume | 0.04M |
| ETF Type | US Equities | Dividend TTM | - | Return% 5Y | - | 52W High | -9.5% | Perf Quarter | -1.51% | Rel Volume | 0.9 |
| Active/Passive | Active | Div Gr. 3/5Y | - | Return% 10Y | - | 52W Low | 13.51% | Perf Half Y | 1.24% | Prev Close | $33.47 |
| IPO | 2023/8/22 | Flows% 1M | 0.29% | Return% SI | 9.59% | RSI (14) | 44.66 | Perf YTD | 6.01% | Price | $33.52 |
| Beta | 1.18 | Flows% 3M | 1.27% | Flows% YTD | 8.7% | Flows% 1Y | 24.03% | Perf Year | -0.5% | Volatility(W/M) | 1.5% 1.44% |
| SMA20 | -1.62% | SMA50 | -2.06% | SMA200 | -0.82% | ATR | 0.58 | ||||
Congress SMID Growth ETF seeks long-term capital appreciation. The fund is an actively-managed exchange-traded fund ("ETF"). The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which Congress Asset Management Company, LLP considers to have a small to mid-size market capitalization.
The top 10 make up 32% of the fund
CW Curtiss-Wright Corp 4.23% 2 
NVT nVent Electric PLC 3.62% 3 
CRS Carpenter Technology Corp 3.49% 4 
VMI Valmont Industries Inc 3.47% 5 
RBRK Rubrik Inc 3.35% 6 
HALO Halozyme Therapeutics Inc 2.87% 7 
BJ BJ's Wholesale Club Holdings I 2.80% 8 
MEDP Medpace Holdings Inc 2.78% 9 
RGEN Repligen Corp 2.78% 10 
RMBS Rambus Inc 2.72% Largest sectors first.
Over the past 1 year, roughly in the middle
10% below its 1-year high.
Traded about as much as usual. That is 90% of its average volume.
Long-term returns are roughly flat
Bought 3 years ago, your return today would be +44.1%.
Tap to view numbers
The price swings a lot
At its worst (January 2025) it fell 23% and took 108 days to recover.
Tap to view numbers
No dividend
There is no profit to distribute yet.
Money keeps flowing in
Over the past year, new money equal to 24.0% of assets came in.
Tap to view numbers
FNGU MicroSectors FANG+ 3X Leveraged ETNs 2.3B 
QDVO Amplify CWP Growth & Income ETF 762M 
FNGO MicroSectors FANG+Index 2X Leveraged ETNs 714M 
XYLG Global X S&P 500 Covered Call & Growth ETF 73M 
PLGI PL Growth and Income ETF 58M 
DGRO iShares Core Dividend Growth ETF 0.08% 
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF 0.49% 
NUGO Nuveen Growth Opportunities ETF 0.5% 
BGIG Bahl & Gaynor Income Growth ETF 0.45% 
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF 0.6% 
VIG Vanguard Dividend Appreciation FTF 0.04% 
VYM Vanguard High Dividend Yield Indx ETF 0.04% 
DIVB iShares Core Dividend ETF 0.05% 
