Congress SMid Growth ETF (CSMD)
28.37
+0.29
(+1.02%)
USD |
NYSEARCA |
May 03, 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% | 0.03% | 118.29M | 34094.10 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 0.02% | 1.00% | -- | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks long‑term capital appreciation. The fund is an actively-managed exchange-traded fund (“ETF”). The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which the adviser considers to have a small to mid-size market capitalization. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Small Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Mid-Cap Growth |
| Category Index | -- |
| Global Category Name | US Equity Mid Cap |
| YCharts Categorization | US Mid Cap |
| YCharts Benchmark | Russell Midcap Total Return (^RMCTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Congress |
| Prospectus Benchmark Index | |
| N/A | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Daniel Lagan | 0.70 yrs |
| Nancy Huynh | 0.70 yrs |
Performance Versus Category
As of May 03, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 03, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks long‑term capital appreciation. The fund is an actively-managed exchange-traded fund (“ETF”). The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which the adviser considers to have a small to mid-size market capitalization. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Small Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Mid-Cap Growth |
| Category Index | -- |
| Global Category Name | US Equity Mid Cap |
| YCharts Categorization | US Mid Cap |
| YCharts Benchmark | Russell Midcap Total Return (^RMCTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Congress |
| Prospectus Benchmark Index | |
| N/A | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Daniel Lagan | 0.70 yrs |
| Nancy Huynh | 0.70 yrs |