Congress SMid Growth ETF (CSMD)
30.95
+0.24
(+0.78%)
USD |
NYSEARCA |
Apr 01, 16:00
30.97
+0.02
(+0.06%)
After-Hours: 20:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.68% | 0.71% | 408.74M | 112049.0 |
| Weighted Average Dividend Yield | Turnover Ratio (Generic) | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 0.39% | 23.00% | 135.21M |
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 April 02, 2026.
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 1.34% |
| Stock | 97.11% |
| Bond | 1.30% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.25% |
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% |