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The Congress SMid Growth ETF (the “SMid Fund” or “Fund”) seeks long-term capital appreciation. The Fund invests in companies that we believe are experiencing or will experience earnings growth, employing a “bottom-up” approach to research and stock selection.
Is CSMD's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
The Congress SMID Growth ETF is a relatively new actively managed fund holding 42 small- and mid-cap stocks based on their growth features. Although new, Congress Asset Management's mutual funds, particularly its small cap ones, have a solid track record of outperforming low-cost benchmarks like the Vanguard Small Cap Growth ETF. CSMD's selections have an impressive 15.51% estimated one-year EPS growth rate and an earnings revision score that ranks #1 among growth ETFs with a weighted market cap below $15 billion.
Congress Asset Management Company has launched two active equity growth ETFs on the New York Stock Exchange. The ETFs seek long-term capital appreciation by targeting stocks with the potential for above-average long-term earnings and/or cash flow growth.