Congress SMid Growth ETF (CSMD) Price, Holdings, & News

ETF Overview

The Congress SMid Growth ETF (CSMD) is an exchange-traded fund that mostly invests in extended market equity. The fund is an actively managed fund that seeks long-term capital appreciation by investing in small- and mid-cap companies believed to be experiencing or will experience earnings growth. CSMD was launched on Aug 22, 2023 and is issued by Congress.

Key Stats

• Today's Range: $27.53 to $28.12
• 50-Day Range: $27.01 to $32.06
• 52-Week Range: $26.88 to $32.27
• Volume: 15,970 shs
• Average Volume: 36,257 shs
• Market Capitalization: $248.39 million
• Assets Under Management: $253.92 million
• Dividend Yield: N/A
• Net Expense Ratio: 0.68%
• Aggregate Rating: Moderate Buy

CSMD ETF - Frequently Asked Questions

How have CSMD shares performed this year?

Congress SMid Growth ETF's stock was trading at $29.92 at the beginning of the year. Since then, CSMD stock has decreased by 7.6% and is now trading at $27.66.
View the best growth stocks for 2025 here.

Who are Congress SMid Growth ETF's major shareholders?

Top institutional investors of Congress SMid Growth ETF include Congress Asset Management Co. (1.31%), OLD Mission Capital LLC (0.26%) and Harbor Investment Advisory LLC (0.07%).

How do I buy shares of Congress SMid Growth ETF?

Shares of CSMD stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

Fund Details

• Issuer: Congress Asset Management
• Fund Name: Congress SMid Growth ETF
• Tax Classification: Regulated Investment Company
• Stock Exchange: NYSEARCA
• Current Symbol: NYSEARCA:CSMD
• Inception Date: 8/22/2023
• Fund Manager: Matt Lagan, Dan Lagan, Nancy Huynh, Nicholas Koup, Ryan Tumbry, Zach Zeller
• Web: N/A
• Phone: N/A

Fund Focus

• Asset Class: Equity
• Benchmark: N/A
• Category: Size and Style
• Focus: Small & Mid Caps
• Development Level: Developed Markets
• Region: North America
• Number of Holdings: 44

Fund Statistics

• Assets Under Management: $253.92 million
• Average Daily Volume: $0.00
• Discount/Premium: 0.02%

Administrator, Advisor and Custodian

• Administrator: U.S. Bancorp Fund Services, LLC
• Advisor: Congress Asset Management Company, LLP
• Custodian: U.S. Bank, N.A.
• Distributor: Quasar Distributors, LLC
• Transfer Agent: U.S. Bancorp Fund Services, LLC
• Trustee: N/A
• Lead Market Maker: Virtu Financial

Options

• Optionable: N/A
• Short Interest: 6,600 shs

Miscellaneous

• Outstanding Shares: 8,980,000
• Beta: 1.25
• Creation Unit: 10,000
• Creation Fee: $300.00