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CSMDCongress SMID Growth ETF

Grow my money#1273 of 2944 for Grow my money

Seeks long-term capital appreciation.

Congress · Since 2023 (2 years)

Annual Cost

0.68%

#3230 out of 5,332 ETFs

Fund Size

$409M

#1586 out of 5,332 ETFs

Dividend Yield

0.00%

Track Record

2 years

#3212 out of 5,332 ETFs

Performance

1 Year

+17.7%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
active selection
Cap
smid
Factor
growth

Asset allocation

Stocks
98.0%
Other
1.3%
Cash
0.8%

Sector breakdown

Industrials
32.9%
Healthcare
20.4%
Technology
19.1%
Consumer Defensive
8.6%
Consumer Cyclical
8.1%
Financial Services
4.3%
Energy
2.7%
Basic Materials
2.3%
Other
1.7%

Top holdings

Sterling Infrastructure IncSTRL6.4%
Curtiss-Wright CorpCW4.4%
nVent Electric PLCNVT4.1%
Comfort Systems USA IncFIX3.5%
Valmont Industries IncVMI3.2%
BJ's Wholesale Club Holdings IncBJ3.1%
Penumbra IncPEN3.0%
Carpenter Technology CorpCRS2.9%
Rambus IncRMBS2.8%
Karman Holdings IncKRMN2.7%

Risk profile

Volatility (1Y)

19.0%

Moderate

Max drawdown

-22.5%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

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Data updated on 2026-05-05