Congress SMid Growth ETF (CSMD)
33.73
-0.12
(-0.35%)
USD |
NYSEARCA |
Nov 13, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.68% | 0.07% | 487.88M | 42659.23 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 0.30% | 23.00% | 79.27M |
Basic Info
| Investment Strategy | |
| The Fund seeks long term capital appreciation. The Fund primarily invests in equity securities of small and mid-capitalization companies. The Fund defines SMid-capitalization companies as those whose market capitalization are consistent with the market capitalizations of companies in the Russell 2500 Growth Index. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Small Cap Growth |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US Sm&Mid Cap |
| Peer Group | Small-Cap Growth Funds |
| Global Macro | Equity North America |
| US Macro | Small-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Small-Cap Funds |
| Fund Owner Firm Name | Congress Asset Management |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of November 14, 2026.
Asset Allocation
As of October 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.42% |
| Stock | 99.18% |
| Bond | 0.48% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | -0.08% |
Basic Info
| Investment Strategy | |
| The Fund seeks long term capital appreciation. The Fund primarily invests in equity securities of small and mid-capitalization companies. The Fund defines SMid-capitalization companies as those whose market capitalization are consistent with the market capitalizations of companies in the Russell 2500 Growth Index. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Small Cap Growth |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US Sm&Mid Cap |
| Peer Group | Small-Cap Growth Funds |
| Global Macro | Equity North America |
| US Macro | Small-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Small-Cap Funds |
| Fund Owner Firm Name | Congress Asset Management |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |