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Congress SMid Growth ETF
CSMD performance and flow charts
Performance
Flows
Historic performance and flows
Data as of July 30, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -8.15% | +3.29% | +6.04% | +3.27% | ||
| Flows | +$2M | +$2M | +$20M | +$100M | - | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | Congress Asset Management |
| N° of holdings | 46 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | August 22, 2023 |
| ESG | No |
More data and info about CSMD on Trackinsight
Exposure
Data as of June 30, 2026Diversification
Total weight of top 15 holdings out of 46
Top 15 Holdings
Sectors
Countries
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +21.94% | +20.42% | ||
Max drawdown | -9.67% | -14.80% | ||
Max drawdown duration | 30d | 130d | N/A | N/A |
Time to recover | N/A | 64d | N/A | N/A |
What type of ETF is CSMD?
CSMD is a Active ETF that provides exposure to Equity assets. It is managed by Congress Asset Management.
What does CSMD invest in?
This ETF provides exposure to Other Mid and Small-Cap US Equities. It is part of the segment: US Multi-Factor.
What is the expense ratio of CSMD?
The total expense ratio (TER) of CSMD is 0.68%, representing the annual fee charged by the fund manager.
When was CSMD launched?
CSMD was launched on August 22, 2023, marking its entry into the ETF market.
Who is the issuer of CSMD?
CSMD is issued by Congress Asset Management.
What is the AUM of CSMD?
As of July 30, 2026, CSMD manages $451.55 M, reflecting the total assets held in the fund.
How has CSMD performed recently?
As of July 30, 2026, CSMD delivered a return of -8.15% over the past month (1M performance), 3.29% over the past three months (3M), and 6.04% year-to-date (YTD).
What are the recent fund flows for CSMD?
As of July 30, 2026, CSMD has seen net flows of +$2M in the past month (1M flow) and +$20M year-to-date (YTD).
How many holdings are in CSMD
As of June 30, 2026, CSMD holds 46 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is CSMD?
As of June 30, 2026, CSMD holds 46 securities, with 46.04% of its assets concentrated in its top 15 holdings.
What are the top holdings of CSMD?
As of June 30, 2026, CSMD holds a portfolio of 46 underlyings, with its largest positions including Curtiss-Wright Corp., Valmont Industries, Inc. and Carpenter Technology Corp.. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does CSMD invest in?
As of June 30, 2026, CSMD has its largest geographic exposures in USA.
What sectors or themes does CSMD focus on?
As of June 30, 2026, CSMD is primarily exposed to Technology, Industrials and Healthcare.
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