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Congress SMid Growth ETF
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Trading data
CSMD performance and flow charts
Performance
Flows
Historic performance and flows
Data as of March 13, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -7.01% | -1.88% | -0.80% | +16.13% | ||
| Flows | -$20M | +$20M | +$7M | +$128M | - | - |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +18.73% | +22.08% | ||
Max drawdown | -9.98% | -13.31% | ||
Max drawdown duration | 50d | 38d | N/A | N/A |
Time to recover | N/A | 24d | N/A | N/A |
Exposure
Data as of January 31, 2026Countries
Sectors
Diversification
Total weight of top 15 holdings out of 42
Top 15 Holdings
Characteristics
This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Provider | Congress Asset Management |
| N° of holdings | 42 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | August 22, 2023 |
| ESG | No |
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 0.9%, 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 March 13, 2026, CSMD manages $410.19 M, reflecting the total assets held in the fund.
How has CSMD performed recently?
As of March 13, 2026, CSMD delivered a return of -7.01% over the past month (1M performance), -1.88% over the past three months (3M), and -0.8% year-to-date (YTD).
What are the recent fund flows for CSMD?
As of March 13, 2026, CSMD has seen net flows of -$20M in the past month (1M flow) and +$7M year-to-date (YTD).
How many holdings are in CSMD
As of January 31, 2026, CSMD holds 42 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 January 31, 2026, CSMD holds 42 securities, with 51.02% of its assets concentrated in its top 15 holdings.
What are the top holdings of CSMD?
As of January 31, 2026, CSMD holds a portfolio of 42 underlyings, with its largest positions including CURTISS WRIGHT, STERLING INFRASTRUCTURE INC and COMFORT SYSTEMS USA. 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 January 31, 2026, CSMD has its largest geographic exposures in USA.
What sectors or themes does CSMD focus on?
As of January 31, 2026, CSMD is primarily exposed to Industrials, Health Care and Information Technology.
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