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Congress SMid Growth ETF
CSMD performance and flow charts
Performance
Flows
Historic performance and flows
Data as of September 15, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -9.31% | -6.43% | +4.77% | -0.84% | +32.21% | |
| Flows | +$9M | +$21M | +$36M | +$102M | +$410M | - |
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 | 0 |
| 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 January 1, 1970Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +19.88% | +21.00% | +20.10% | |
Max drawdown | -9.67% | -14.80% | -22.50% | |
Max drawdown duration | 45d | 130d | 232d | N/A |
Time to recover | 17d | 64d | 108d | 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 September 15, 2026, CSMD manages $461.04 M, reflecting the total assets held in the fund.
How has CSMD performed recently?
As of September 15, 2026, CSMD delivered a return of -9.31% over the past month (1M performance), -6.43% over the past three months (3M), and 4.77% year-to-date (YTD).
What are the recent fund flows for CSMD?
As of September 15, 2026, CSMD has seen net flows of +$9M in the past month (1M flow) and +$36M year-to-date (YTD).
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