CSMD ETF

$33.78

Fund Essentials - as of Apr 30, 2026

Net Assets
$474M
Expense Ratio
0.68%
Dividend Yield (Current)
-
Holdings
46
Inception Date
Aug 22, 2023
Fund Family
Congress Asset Management Company
Investment Style
••••••••••
Asset Class
••••••••••
Legal Structure
••••••••••
Dividend Frequency
Annually

Performance

YTD+5.04%
1 Year+17.08%

Asset Allocation

Stocks: 98.70%
Cash: 1.30%

Price Chart (6M)

View Full Chart →

Top Holdings

View All →
TickerNameWeight
Report Date: Apr 30, 2026
Download all 46 holdings for CSMD
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Frequency
Annually
Latest Distribution
$0.00
Dec 12, 2024

Peer Comparison

Benchmark
••••••••••
Outperforming by ••••%
Ranked #••• of •,••• funds
This ETF
+••.••%
Peer Avg
+••.••%
Premium Feature
Sign in to unlock peer comparison, category rankings and more

CSMD ETF Overview

CSMD ETF (Congress SMid Growth ETF) is managed by Congress Asset Management Company with $474.1M in net assets. CSMD expense ratio is 0.68%, holding 46 positions across various sectors. Inception date: 2023-08-22.

CSMD performance shows a YTD return of 5.04%. The 1-year return is 17.08%.

CSMD top holdings include a diversified portfolio. View all CSMD holdings, sector breakdown, or dividend history.

CSMD can be compared against other funds using the overlap calculator or side-by-side comparison tool. CSMD alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-4.87%
YTD
+5.04%
1 Year
+17.08%
3 Year
N/A

Top 10 Holdings (0.0% of portfolio)

#TickerNameSectorWeight