CSMDCongress SMID Growth ETF
Seeks long-term capital appreciation.
By Congress · Launched 2023
Annual Cost
0.68%
#3,674 of 6,040 · average
Fund Size
$476M
#1,700 of 6,040 · large
Return (1Y)
+0.3%
Track Record
3 years
#3,057 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,051+0.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 36.7% of funddiversified
nVent Electric PLC
4.7%
Sterling Infrastructure Inc
4.6%
Comfort Systems USA Inc
4.4%
Curtiss-Wright Corp
4.4%
Valmont Industries Inc
3.8%
Rambus Inc
3.6%
Carpenter Technology Corp
3.0%
BJ's Wholesale Club Holdings I
2.8%
Penumbra Inc
2.8%
Rubrik Inc
2.6%
Asset allocation
Stocks
99.3%
Cash
0.8%
By sector
Healthcare
24.2%
Technology
24.0%
Industrials
22.9%
Consumer Defensive
8.1%
Financial Services
7.2%
Consumer Cyclical
6.8%
Energy
3.6%
Real Estate
1.6%
Other
1.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
21.1%High
Year-on-year price swings
Max drawdown
-22.5%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.37Below average
Sortino (3Y)
0.55Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a portfolio primarily invested in equity securities of small and mid-capitalization companies, focusing on U.S. stocks with growth potential. Employs a growth-style approach emphasizing earnings growth and free cash flow, with significant exposure to the Industrials sector.
- Inception date
- August 21, 2023
- Fund family
- Congress
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Data updated on 2026-09-18