CSMDCongress SMID Growth ETF
Seeks long-term capital appreciation.
By Congress · Launched 2023
Annual Cost
0.68%
#3,548 of 5,854 · average
Fund Size
$489M
#1,606 of 5,854 · large
Return (1Y)Goal
+4.0%
Track Record
2 years
#3,043 of 5,854 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,518+5.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 36.7% of fund✓ well diversified
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
99.2%
Cash
0.8%
By sector
Industrials
27.3%
Technology
25.3%
Healthcare
19.3%
Consumer Cyclical
7.6%
Consumer Defensive
6.6%
Financial Services
6.6%
Energy
4.0%
Basic Materials
1.8%
Other
1.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
20.6%High
Year-on-year price swings
Max drawdown
-22.5%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
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 2026-08-03