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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. more
| Time Frame | CSMD | S&P500 |
|---|---|---|
| 1-Week Return | 0.06% | 0.53% |
| 1-Month Return | 2.88% | 1.49% |
| 3-Month Return | -2.15% | 2.98% |
| 6-Month Return | 8.39% | 13.8% |
| 1-Year Return | 3.71% | 15.26% |
| 3-Year Return | 42.71% | 79.08% |
| 5-Year Return | 38.24% | 78.02% |
| Time Frame | CSMD | S&P500 |
|---|---|---|
| 1-Week Return | 3.18% | 31.74% |
| 1-Month Return | 41.26% | 19.72% |
| 3-Month Return | -8.44% | 12.65% |
| 6-Month Return | 17.75% | 29.97% |
| 1-Year Return | 3.71% | 15.26% |
| 3-Year Return | 12.59% | 21.44% |
| 5-Year Return | 6.69% | 12.23% |
| Stock name | Ticker | Weight |
|---|---|---|
Rubrik Inc
|
RBRK |
4.36%
|
Halozyme Therapeutics Inc
|
HALO |
3.74%
|
Repligen Corp
|
RGEN |
3.34%
|
Valmont Industries Inc
|
VMI |
3.27%
|
Rambus Inc
|
RMBS |
3.12%
|
UFP Technologies Inc
|
UFPT |
2.9%
|
Medpace Holdings Inc
|
MEDP |
2.87%
|
Entegris Inc
|
ENTG |
2.78%
|
Samsara Inc
|
IOT |
2.77%
|
BJ's Wholesale Club Holdings Inc
|
BJ |
2.75%
|
Affirm Holdings Inc
|
AFRM |
2.72%
|
nVent Electric PLC
|
NVT |
2.72%
|
Ligand Pharmaceuticals Inc
|
LGND |
2.69%
|
elf Beauty Inc
|
ELF |
2.6%
|
Amneal Pharmaceuticals Inc
|
AMRX |
2.53%
|
Carpenter Technology Corp
|
CRS |
2.52%
|
Novanta Inc
|
NOVT |
2.43%
|
Sterling Infrastructure Inc
|
STRL |
2.26%
|
Solaris Energy Infrastructure Inc
|
SEI |
2.17%
|
Range Resources Corp
|
RRC |
2.12%
|
STERIS PLC
|
STE |
2.09%
|
Lincoln Electric Holdings Inc
|
LECO |
2.08%
|
Mirion Technologies Inc
|
MIR |
2.07%
|
Curtiss-Wright Corp
|
CW |
2.06%
|
UMB Financial Corp
|
UMBF |
1.93%
|
Madison Square Garden Entertainment Corp
|
MSGE |
1.91%
|
PJT Partners Inc
|
PJT |
1.88%
|
Plexus Corp
|
PLXS |
1.87%
|
JFrog Ltd
|
FROG |
1.72%
|
Hawkins Inc
|
HWKN |
1.68%
|
DigitalOcean Holdings Inc
|
DOCN |
1.67%
|
TransMedics Group Inc
|
TMDX |
1.59%
|
ExlService Holdings Inc
|
EXLS |
1.58%
|
Ollie's Bargain Outlet Holdings Inc
|
OLLI |
1.56%
|
Boot Barn Holdings Inc
|
BOOT |
1.55%
|
Terreno Realty Corp
|
TRNO |
1.52%
|
Floor & Decor Holdings Inc
|
FND |
1.51%
|
MYR Group Inc
|
MYRG |
1.5%
|
Krystal Biotech Inc
|
KRYS |
1.49%
|
Neurocrine Biosciences Inc
|
NBIX |
1.49%
|
Karman Holdings Inc
|
KRMN |
1.37%
|
CDW Corp/DE
|
CDW |
1.36%
|
Dutch Bros Inc
|
BROS |
1.34%
|
Avery Dennison Corp
|
AVY |
1.32%
|
Credo Technology Group Holding Ltd
|
CRDO |
1.28%
|
Badger Meter Inc
|
BMI |
1.11%
|
First American Treasury Obligations Fund 01/01/2040
|
FXFXX |
0.84%
|
Cash & Other
|
Cash...Other |
-0.01%
|
| Sector | Weight |
|---|---|
|
Information Technology
|
25.27% |
|
Health care
|
24.23% |
|
Industrials
|
19.33% |
|
Consumer staples
|
7.00% |
|
Financials
|
6.00% |
|
All Others
|
18.18% |
Congress SMID Growth ETF (CSMD) share price today is $34.68.
Yes, Indians can buy shares of Congress SMID Growth ETF (CSMD) on Vested. To buy CSMD from India, you can open a US Brokerage account by signing up on Vested. The account opening process is completely digital and secure, and takes 3-5 minutes to complete.
Yes, you can purchase fractional shares of Congress SMID Growth ETF (CSMD) on Vested. You can start investing in Congress SMID Growth ETF (CSMD) with a minimum investment of $1.
The 52-week high price of Congress SMID Growth ETF (CSMD) is $37.04. The 52-week low price of Congress SMID Growth ETF (CSMD) is $29.53.
The stock symbol (or ticker) of Congress SMID Growth ETF is CSMD.
Yes, you can setup SIP in Congress SMID Growth ETF shares. Follow the below steps to create the SIP:
Here is the historical performance of CSMD on the Vested app.
The expense ratio of Congress SMID Growth ETF (CSMD) is 0.68%.
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