How have CSMD shares performed in 2024?

Congress SMid Growth ETF's stock was trading at $26.65 at the start of the year. Since then, CSMD stock has increased by 6.6% and is now trading at $28.40. View the best growth stocks for 2024 here .

What does CSMD invest in?

Congress SMid Growth ETF is a equity fund issued by Congress Asset Management. CSMD focuses on small & mid caps investments. The fund's investments total to approximately $116.13 million assets under management.

What stocks does Congress SMid Growth ETF hold?

CSMD invests in 43 holdings. Some of the stocks in their portfolio include Comfort Systems USA (FIX) , Williams-Sonoma (WSM) , Medpace (MEDP) , e.l.f. Beauty (ELF) , CyberArk Software (CYBR) , SPS Commerce (SPSC) , Entegris (ENTG) , PTC (PTC) , Tractor Supply (TSCO) and CDW (CDW) .

What is the management fee for Congress SMid Growth ETF?

Congress SMid Growth ETF's management fee is 0.68% and has other expenses of 0.01%. The net expense ratio for CSMD is 0.69%.

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. Compare Top Brokerages Here .

NYSEARCA:CSMD

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

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$28.37

+0.28 (+1.00%)

(As of 04:26 PM ET)

Compare

Today's Range: $28.37
▼
$28.43
50-Day Range: $27.37
▼
$30.11
52-Week Range: $22.30
▼
$30.15

Volume: 26,092 shs
Average Volume: 37,251 shs
Market Capitalization: $113.48 million

Assets Under Management: $116.13 million
Dividend Yield: 0.02%
Net Expense Ratio: 0.69%

Stock Analysis Chart Holdings Ratings

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About Congress SMid Growth ETF

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.

CSMD Stock Price History

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CSMD ETF News Headlines

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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: 43

Fund Statistics

Assets Under Management: $116.13 million
Average Daily Volume: $0.00
Discount/Premium: 0.04%

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

Miscellaneous

Outstanding Shares: 4,000,000
Beta: 1.19
Creation Unit: 10,000
Creation Fee: $300.00

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Congress SMid Growth ETF Expenses

Type	CSMD	Small & Mid Caps ETFs	Equity ETFs	NYSEARCA ETFs	All ETFs
Management Fee	0.68%	0.58%	0.54%	0.50%	0.51%
Other Expenses	0.01%	0.51%	0.54%	0.64%	0.58%
Total Expense	0.69%	0.72%	0.70%	0.74%	0.70%
Fee Waiver	0.00%	-0.54%	-0.55%	-0.68%	-0.57%
Net Expense	0.69%	0.57%	0.60%	0.58%	0.58%

Congress SMid Growth ETF (CSMD) Holdings & Exposure

Top 10 CSMD Holdings

CSMD Sector Exposure

CSMD Industry Exposure

Full Holdings Details

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CSMD ETF - Frequently Asked Questions

How have CSMD shares performed in 2024?: Congress SMid Growth ETF's stock was trading at $26.65 at the start of the year. Since then, CSMD stock has increased by 6.6% and is now trading at $28.40.
View the best growth stocks for 2024 here.
What does CSMD invest in?: Congress SMid Growth ETF is a equity fund issued by Congress Asset Management. CSMD focuses on small & mid caps investments. The fund's investments total to approximately $116.13 million assets under management.
What stocks does Congress SMid Growth ETF hold?: CSMD invests in 43 holdings. Some of the stocks in their portfolio include Comfort Systems USA (FIX), Williams-Sonoma (WSM), Medpace (MEDP), e.l.f. Beauty (ELF), CyberArk Software (CYBR), SPS Commerce (SPSC), Entegris (ENTG), PTC (PTC), Tractor Supply (TSCO) and CDW (CDW).

What is the management fee for Congress SMid Growth ETF?: Congress SMid Growth ETF's management fee is 0.68% and has other expenses of 0.01%. The net expense ratio for CSMD is 0.69%.
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.
Compare Top Brokerages Here.

This page (NYSEARCA:CSMD) was last updated on 5/3/2024 by MarketBeat.com Staff

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