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CSMD - ETF AI Analysis
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Congress SMid Growth ETF (CSMD)
Rating:71Outperform
Price Target:
$37.00
Positive Factors
Strong Top Holdings
Several of the largest positions, such as Comfort Systems and Sterling Infrastructure, have delivered strong year-to-date gains, supporting the fund’s overall performance.
Sector Diversification
The ETF is spread across multiple sectors like Industrials, Technology, and Health Care, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The fund has shown solid year-to-date growth, indicating strong momentum in its holdings.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to many passive funds, which could eat into investor returns over time.
Over-Concentration in U.S. Market
With nearly all assets focused on U.S. companies, the fund lacks exposure to international markets, limiting geographic diversification.
Recent Short-Term Weakness
The fund’s one-month performance has been slightly negative, suggesting some short-term volatility or underperformance.
CSMD vs. SPDR S&P 500 ETF (SPY)
AUM387.09M
RegionNorth America
Expense Ratio0.68%
Beta1.00
IssuerCongress
Inception DateAug 22, 2023
Dividend Yield<0.01%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume58,825
30 Day Avg. Volume40,484
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
38.74Price 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 companies in the U.S. that have strong growth potential. It includes businesses from various industries, such as technology, healthcare, and industrials. Some of its top holdings are Comfort Systems and Sterling Infrastructure, which are leaders in their fields. This ETF is a good option for investors looking to diversify their portfolio and tap into the growth opportunities of smaller, agile companies. However, new investors should be aware that small and mid-cap stocks can be more volatile than larger companies, meaning their prices can rise and fall more dramatically.
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
The Congress SMid Growth ETF leans heavily into Industrials and Technology, with names like Comfort Systems and Sterling Infrastructure driving steady gains thanks to strong financial performance and strategic growth initiatives. CyberArk Software adds a tech-forward edge with its subscription model shift, though profitability concerns weigh on its momentum. Meanwhile, e.l.f. Beauty is lagging, as valuation pressures and short-term weakness hold it back despite solid revenue growth. With its U.S.-focused portfolio and emphasis on agile small and mid-cap innovators, this fund is positioned for growth but faces mixed signals from some holdings.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Comfort Systems | 6.45% | $25.05M | $33.72B | 132.60% | 80 Outperform | |
| Sterling Infrastructure | 5.76% | $22.35M | $11.64B | 143.33% | 76 Outperform | |
| Curtiss-Wright | 5.31% | $20.60M | $22.08B | 62.62% | 77 Outperform | |
| CyberArk Software | 4.75% | $18.42M | $25.64B | 81.30% | 63 Neutral | |
| nVent Electric | 3.65% | $14.18M | $17.69B | 57.14% | 79 Outperform | |
| Rambus | 3.21% | $12.46M | $10.80B | 99.60% | 78 Outperform | |
| e.l.f. Beauty | 3.02% | $11.72M | $6.71B | 10.42% | 72 Outperform | |
| Valmont | 3.01% | $11.68M | $8.00B | 24.39% | 78 Outperform | |
| Medpace Holdings | 2.91% | $11.31M | $16.75B | 81.13% | 79 Outperform | |
| PTC | 2.82% | $10.93M | $23.00B | 1.07% | 74 Outperform |
CSMD Technical Analysis
Neutral
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Price Trends
33.25
Negative
32.44
Positive
30.77
Positive
Market Momentum
<0.01
Positive
43.03
Neutral
16.79
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CSMD, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 33.41, equal to the 50-day MA of 33.25, and equal to the 200-day MA of 30.77, indicating a neutral trend. The MACD of <0.01 indicates Positive momentum. The RSI at 43.03 is Neutral, neither overbought nor oversold. The STOCH value of 16.79 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for CSMD.
CSMD Peer Comparison
Comparison Results
Performance Comparison
CSMD
Congress SMid Growth ETF
32.80
2.89
9.66%
CGMM
Capital Group U.S. Small and Mid Cap ETF
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JSMD
Janus Henderson Small/Mid Cap Growth Alpha ETF
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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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SDVD
FT Cboe Vest SMID Rising Dividend Achievers Target Income 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.
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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