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NYSEARCA:CSMD

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

$31.97 +0.63 (+2.01%)
As of 01/21/2025 04:10 PM Eastern

About Congress SMid Growth ETF (NYSEARCA:CSMD)

Key Stats

Today's Range
$31.67
$32.02
50-Day Range
$29.73
$32.06
52-Week Range
$26.08
$32.27
Volume
21,253 shs
Average Volume
32,954 shs
Market Capitalization
$134.27 million
Assets Under Management
$252.56 million
Dividend Yield
0.02%
Net Expense Ratio
0.68%
Aggregate Rating
Moderate Buy

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.

Congress SMid Growth ETF Expenses

TypeCSMDSmall & Mid Caps ETFsEquity ETFsNYSEARCA ETFsAll ETFs
Management Fee0.68%0.61%0.55%0.51%0.52%
Other Expenses0.00%0.27%0.49%0.57%0.54%
Total Expense0.68%0.67%0.71%0.73%0.71%
Fee Waiver0.00%-0.32%-0.51%-0.66%-0.56%
Net Expense0.68%0.60%0.61%0.58%0.59%
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CSMD ETF News Headlines

No headlines for this company have been tracked by MarketBeat.com

CSMD ETF - Frequently Asked Questions

Congress SMid Growth ETF's stock was trading at $29.92 on January 1st, 2025. Since then, CSMD stock has increased by 6.9% and is now trading at $31.97.
View the best growth stocks for 2025 here
.

Congress SMid Growth ETF's top institutional investors include Harbor Investment Advisory LLC (0.07%).

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
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
$252.56 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
14,500 shs

Miscellaneous

Beta
1.25
Creation Unit
10,000
Creation Fee
$300.00
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Top 10 CSMD Holdings

CSMD Sector Exposure

CSMD Industry Exposure


This page (NYSEARCA:CSMD) was last updated on 1/22/2025 by MarketBeat.com Staff
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