Congress SMID Growth ETF (CSMD) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
P/E 29.01 means the share price is 29.01 times one year of earnings per share. Beta 1.30: the stock has moved about 30% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerCongress SMID Growth ETF (CSMD) trades at $34.60. The Congress SMID Growth ETF (CSMD) aims for long-term capital appreciation by investing in small and mid-sized companies with strong earnings growth potential. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for CSMD: CSMD does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Congress SMID Growth ETF (CSMD) Financial Services Profile
Congress SMID Growth ETF (CSMD) is a financial services ETF focused on long-term capital appreciation through investments in small and mid-sized companies exhibiting or expected to exhibit strong earnings growth. With a beta of 1.30, CSMD offers exposure to a targeted segment of the market, operating within the competitive asset management landscape.
What Is the Investment Thesis for CSMD?
The Congress SMID Growth ETF (CSMD), with a market cap of $0.49 billion and a beta of 1.30, presents a targeted investment vehicle for those seeking exposure to high-growth small and mid-sized companies. The fund's strategy of focusing on companies with strong earnings growth potential positions it to benefit from the dynamism of the SMID-cap segment. Key value drivers include the fund's ability to identify and capitalize on emerging growth trends within this market segment. Upcoming catalysts include continued economic expansion favoring SMID-cap companies and successful integration of innovative technologies by portfolio holdings. A potential risk lies in the higher volatility associated with SMID-cap stocks, which could impact the fund's performance during market downturns.
Based on FMP financials and quantitative analysis
CSMD Key Highlights
Market Cap of $0.49B indicates the fund's focus on small to mid-sized companies.
- Beta of 1.30 suggests higher volatility compared to the broader market.
- The fund seeks long-term capital appreciation by investing in companies experiencing or expected to experience earnings growth.
- CSMD operates within the asset management industry, providing a targeted approach to SMID-cap investing.
- The fund does not offer any dividend yield, focusing instead on capital appreciation.
Who Are CSMD's Competitors?
CSMD is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AGOX Adaptive ETFs - Adaptive Alpha Opportunities ETF | $33.87 | +1.07% | $401M | — |
| BLUX Bluemonte Dynamic Total Market ETF | $31.76 | +0.22% | $567M | — |
| CAML Congress Large Cap Growth ETF | $41.40 | +0.50% | $396M | — |
| EWD iShares MSCI Sweden ETF | $50.05 | +1.30% | $556M | — |
| GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | $64.10 | +0.41% | $455M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CSMD's Key Strengths?
Focus on high-growth SMID-cap companies.
- Diversified portfolio reduces risk.
- ETF structure provides liquidity and transparency.
- Potential for high returns during economic expansion.
What Are CSMD's Weaknesses?
Higher volatility compared to large-cap stocks.
- Dependence on economic conditions and market sentiment.
- Competition from other asset management firms.
- No dividend yield.
What Are the Key Risks for CSMD?
Rich valuation — a P/E of 29.01 runs well above the Financial Services sector’s ~17.20x, leaving little room for a miss.
- Higher volatility associated with SMID-cap stocks impacting fund performance during market downturns.
- Dependence on economic conditions and market sentiment.
- Rising interest rates increasing borrowing costs for portfolio companies.
- Competition from other asset management firms offering similar investment strategies.
What Are CSMD's Competitive Advantages?
- Expertise in identifying high-growth SMID-cap companies.
- Diversified portfolio reduces risk compared to individual stock picking.
- ETF structure provides liquidity and transparency.
What Does CSMD Do?
The Congress SMID Growth ETF (CSMD) is designed to provide investors with long-term capital appreciation by strategically investing in a portfolio of small and mid-sized companies. The fund's investment strategy centers around identifying companies that are currently experiencing or are anticipated to experience significant earnings growth. By focusing on this specific segment of the market, CSMD aims to capture the potential upside associated with rapidly expanding businesses. The fund operates within the asset management industry, offering investors a targeted approach to SMID-cap investing. CSMD constructs its portfolio through careful security selection, emphasizing companies with robust growth prospects. As an ETF, CSMD offers diversification benefits, spreading investments across multiple companies within the SMID-cap universe. The fund's investment decisions are guided by thorough research and analysis, seeking to identify companies with sustainable competitive advantages and strong management teams. CSMD provides a vehicle for investors seeking exposure to the growth potential of smaller companies while maintaining a diversified portfolio. The ETF structure allows for easy trading and liquidity, making it accessible to a wide range of investors. The Congress SMID Growth ETF does not offer any dividend yield.
What Products and Services Does CSMD Offer?
- Invests in small and mid-sized companies.
- Seeks long-term capital appreciation.
- Focuses on companies experiencing or expected to experience earnings growth.
- Offers diversification within the SMID-cap segment.
- Provides exposure to a targeted segment of the market.
- Operates within the asset management industry.
How Does CSMD Make Money?
- Generates revenue through management fees charged to investors.
- Aims to outperform its benchmark index by selecting high-growth SMID-cap companies.
- Provides a liquid and transparent investment vehicle through the ETF structure.
What Industry Does CSMD Operate In?
The Congress SMID Growth ETF operates within the asset management industry, a sector characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and investor sentiment. The SMID-cap segment, in particular, offers potential for high growth but also carries higher risk compared to large-cap stocks. Competitors such as AGOX, BLUX, CAML, EWD, and GDE offer alternative investment strategies within the broader asset management landscape. CSMD differentiates itself by focusing specifically on earnings growth within the SMID-cap universe.
Who Are CSMD's Key Customers?
- Individual investors seeking exposure to SMID-cap growth.
- Institutional investors looking for diversification and targeted returns.
- Financial advisors seeking investment solutions for their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved +1.7%.
CSMD Financials
Bull Case vs Bear Case
Bull Case
- Focus on high-growth SMID-cap companies.
- Diversified portfolio reduces risk.
- ETF structure provides liquidity and transparency.
- Potential for high returns during economic expansion.
Bear Case
- Higher volatility compared to large-cap stocks.
- Dependence on economic conditions and market sentiment.
- Competition from other asset management firms.
- No dividend yield.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
CSMD Latest News
No recent news available for CSMD.
CSMD Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for CSMD.
Price Targets
Wall Street price target analysis for CSMD.
CSMD MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for CSMD; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Congress SMID Growth ETF (CSMD) — Financials
How does Congress SMID Growth ETF make money in financial services?
Congress SMID Growth ETF generates revenue primarily through management fees charged to investors. These fees are typically calculated as a percentage of the fund's assets under management (AUM).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The fund's performance is subject to market risk and volatility.