U
Congress SMID Growth ETF CSMD
$33.47 $0.060.18%
Recommendation
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Fund Information
Fund Type
ETF
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
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Asset Allocation
Cash
Stock
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Non U.S. Stock
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Preferred
Convertible
Other
Services Offered
None
Top Holdings
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Performance
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Company Information
Provider
Congress
Manager (Tenure in Years)
Nancy Huynh (3), Daniel A. Lagan (3)
Address
Congress
2 Seaport Lane
Boston MA - 2210
Country
United States
Phone Number
888-688-1299
Investment Strategy
The investment seeks long-term capital appreciation. The fund is an actively-managed exchange-traded fund (“ETF”). The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which the adviser considers to have a small to mid-size market capitalization.