Congress SMID Growth ETF
CSMD
NYSE Arca
| Weiss Ratings | CSMD - NYSE Arca | Click to Compare |
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| Rating | ||||
| Reward Index | Unrated | |||
| Reward Grade | U | |||
| Risk Index | Unrated | |||
| Risk Grade | U | |||
| Valuation | CSMD - NYSE Arca | Click to Compare |
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| Price | $32.29 | |||
| Company Info | CSMD - NYSE Arca | Click to Compare |
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| Provider | Congress | |||
| Manager/Tenure (Years) | Nancy Huynh (3), Daniel A. Lagan (3) | |||
| Website | http://www.congressasset.com/funds | |||
| Phone Number | 888-688-1299 | |||
| Fund Information | CSMD - NYSE Arca | Click to Compare |
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| Fund Name | Congress SMID Growth ETF | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Aug 21, 2023 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | -- | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CSMD - NYSE Arca | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | CSMD - NYSE Arca | Click to Compare |
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| Dividend Yield (Forward) | 0.35% | |||
| Asset Allocation | CSMD - NYSE Arca | Click to Compare |
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| Cash | 0.86% | |||
| Stock | 99.18% | |||
| U.S. Stock | 97.12% | |||
| Non-U.S. Stock | 2.06% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | -0.05% | |||
| Price History | CSMD - NYSE Arca | Click to Compare |
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| 7-Day Total Return | -6.51% | |||
| 30-Day Total Return | -6.62% | |||
| 60-Day Total Return | -5.78% | |||
| 90-Day Total Return | -8.90% | |||
| Year to Date Total Return | 2.14% | |||
| 1-Year Total Return | -1.55% | |||
| 2-Year Total Return | 10.76% | |||
| 3-Year Total Return | 38.82% | |||
| 5-Year Total Return | -- | |||
| Price | CSMD - NYSE Arca | Click to Compare |
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| Closing Price | $34.42 | |||
| 1-Month Low Price | $33.23 | |||
| 1-Month High Price | $35.16 | |||
| 52-Week Low Price | $29.68 | |||
| 52-Week Low Price (Date) | Mar 30, 2026 | |||
| 52-Week High Price | $36.52 | |||
| 52-Week High Price (Date) | Aug 17, 2026 | |||
| NAV | CSMD - NYSE Arca | Click to Compare |
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| 1-Month Low NAV | $33.21 | |||
| 1-Month High NAV | $35.19 | |||
| 52-Week Low NAV | $29.66 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $36.49 | |||
| 52-Week High Price (Date) | Aug 17, 2026 | |||
| Beta / Standard Deviation | CSMD - NYSE Arca | Click to Compare |
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| Beta | 1.11 | |||
| Standard Deviation | 17.48 | |||
| Balance Sheet | CSMD - NYSE Arca | Click to Compare |
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| Total Assets | 481.28M | |||
| Operating Ratios | CSMD - NYSE Arca | Click to Compare |
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| Expense Ratio | 0.68% | |||
| Turnover Ratio | 23.00% | |||
| Performance | CSMD - NYSE Arca | Click to Compare |
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| Last Bull Market Total Return | 21.26% | |||
| Last Bear Market Total Return | -- | |||