NYSEARCA:CSMD

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

$28.95
-0.06 (-0.21%)
(As of 05/17/2024 ET)
Today's Range
$28.87
$28.96
50-Day Range
$27.37
$30.11
52-Week Range
$22.30
$30.15
Volume
30,294 shs
Average Volume
36,271 shs
Market Capitalization
$121.59 million
Assets Under Management
$128.72 million
Dividend Yield
0.02%
Net Expense Ratio
0.69%

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

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
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
$128.72 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

Miscellaneous

Beta
1.25
Creation Unit
10,000
Creation Fee
$300.00
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Congress SMid Growth ETF Expenses

TypeCSMDSmall & Mid Caps ETFsEquity ETFsNYSEARCA ETFsAll ETFs
Management Fee0.68%0.58%0.54%0.51%0.51%
Other Expenses0.01%0.51%0.54%0.64%0.58%
Total Expense0.69%0.72%0.70%0.74%0.70%
Fee Waiver0.00%-0.54%-0.55%-0.68%-0.56%
Net Expense0.69%0.57%0.60%0.58%0.58%

Congress SMid Growth ETF (CSMD) Holdings & Exposure

CSMD Sector Exposure

CSMD Industry Exposure


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 shares have increased by 8.6% and is now trading at $28.95.
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 $128.72 million assets under management.

What stocks does Congress SMid Growth ETF hold?
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 5/17/2024 by MarketBeat.com Staff

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