Congress Small Cap Growth Fund (CSMVX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
P/E 31.32 means the share price is 31.32 times one year of earnings per share. Beta 1.32: the stock has moved about 32% 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 Small Cap Growth Fund (CSMVX) trades at $47.73. Congress Small Cap Growth Fund (CSMVX) invests primarily in the common stocks of small-cap companies, aiming for capital appreciation. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for CSMVX: CSMVX 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 Small Cap Growth Fund (CSMVX) Financial Services Profile
Congress Small Cap Growth Fund (CSMVX) is a financial services fund focused on investing in small-cap growth companies across various sectors, with a market capitalization benchmarked against the Russell 2000® Growth Index. The fund aims to achieve capital appreciation through strategic stock selection within the small-cap segment.
What Is the Investment Thesis for CSMVX?
Congress Small Cap Growth Fund (CSMVX) presents an investment opportunity centered on the growth potential of small-cap companies. With a beta of 1.32, the fund exhibits higher volatility compared to the broader market, which can translate to higher potential returns during favorable market conditions. The fund's strategy of investing at least 80% of its assets in small-cap stocks, defined by the Russell 2000® Growth Index, provides exposure to a dynamic segment of the market. Key catalysts include the continued growth of the small-cap sector and the fund's ability to identify and capitalize on promising investment opportunities within this space. The fund's flexibility to invest across various sectors allows it to adapt to changing market dynamics and potentially outperform its benchmark. However, potential risks include market volatility, economic downturns, and the inherent challenges of investing in small-cap companies. The fund's success hinges on its ability to effectively manage risk and generate consistent returns for its investors.
Based on FMP financials and quantitative analysis
CSMVX Key Highlights
Market capitalization of $1.92 billion, indicating a significant presence in the small-cap investment space.
- Beta of 1.32, suggesting higher volatility compared to the market, which can lead to higher potential returns but also greater risk.
- Investment strategy focused on small-cap companies, aligning with the Russell 2000® Growth Index.
- Flexibility to invest across various sectors, allowing for diversification and adaptation to market conditions.
- Actively managed fund, with investment decisions guided by experienced portfolio managers and analysts.
Who Are CSMVX's Competitors?
CSMVX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| CIPSX Champlain Small Company Fund | $18.58 | +1.03% | $1.47B | — |
| FEVIX First Eagle U.S. Value Fund | $25.35 | +0.76% | $1.59B | — |
| GLPIX Goldman Sachs MLP Energy Infrastructure Fund | $42.16 | +0.40% | $1.75B | — |
| NSGAX Columbia Cornerstone Equity Fund Class A | $26.16 | +0.69% | $1.56B | — |
| NWKCX Nationwide Geneva Small Cap Growth Fund | $79.25 | +0.60% | $923M | — |
| BLK BlackRock, Inc. | $1081.28 | +1.39% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $113.24 | +1.42% | $137B | 66 5-pillar |
| APOS Apollo Global Management, Inc. | $25.53 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CSMVX's Key Strengths?
Experienced management team.
- Flexible investment strategy.
- Diversified portfolio across various sectors.
- Strong track record of performance.
What Are CSMVX's Weaknesses?
Higher expense ratio compared to some competitors.
- Concentration in small-cap stocks, which can be more volatile.
- Dependence on the performance of the small-cap sector.
- Potential for underperformance during market downturns.
What Are the Key Risks for CSMVX?
Rich valuation — a P/E of 31.32 runs well above the Financial Services sector’s ~17.20x, leaving little room for a miss.
- Market volatility and economic downturns.
- Increased competition from other asset management firms.
- Changes in regulatory requirements.
- Rising interest rates and inflation.
- Dependence on the performance of the small-cap sector.
What Are CSMVX's Competitive Advantages?
- Experienced management team with a proven track record.
- Flexible investment strategy that allows for adaptation to market conditions.
- Access to proprietary research and investment insights.
- Established brand reputation and distribution network.
What Does CSMVX Do?
Congress Small Cap Growth Fund (CSMVX) is an actively managed fund within the financial services sector, specializing in investments in small-cap companies. The fund's primary objective is to achieve capital appreciation by strategically allocating its assets to common stocks of companies that meet its defined criteria. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in small-cap companies. The advisor defines small-cap companies as those with market capitalizations not exceeding the highest market capitalization in the Russell 2000® Growth Index during the preceding 12 months. The fund's investment approach allows it to invest across all sectors of the economy, providing flexibility to capitalize on opportunities in various industries. However, the fund may choose to favor specific sectors or industries based on prevailing market conditions and growth prospects. This tactical allocation strategy allows the fund to adapt to changing economic landscapes and potentially enhance its returns. The fund's investment decisions are guided by a team of experienced portfolio managers and analysts who conduct thorough research and analysis to identify promising small-cap growth companies. CSMVX operates within the asset management industry, catering to investors seeking exposure to the high-growth potential of small-cap stocks.
What Products and Services Does CSMVX Offer?
- Invests in common stocks of small-cap companies.
- Aims for capital appreciation through strategic stock selection.
- Allocates at least 80% of net assets to small-cap stocks.
- Defines small-cap companies based on the Russell 2000® Growth Index.
- Invests across all sectors of the economy.
- May favor specific sectors or industries based on market conditions.
How Does CSMVX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to outperform its benchmark index, the Russell 2000® Growth Index.
- Employs a team of portfolio managers and analysts to make investment decisions.
What Industry Does CSMVX Operate In?
Congress Small Cap Growth Fund (CSMVX) operates within the asset management industry, which is characterized by intense competition and evolving market trends. The fund focuses on the small-cap segment, which offers high-growth potential but also carries inherent risks. The competitive landscape includes other asset management firms offering similar small-cap growth funds, such as CIPSX, FEVIX, GLPIX, NSGAX, and NWKCX. The fund's success depends on its ability to differentiate itself through superior stock selection, effective risk management, and consistent performance. Market trends, such as the increasing demand for specialized investment strategies and the growing interest in small-cap stocks, present both opportunities and challenges for the fund.
Who Are CSMVX's Key Customers?
- Individual investors seeking exposure to small-cap growth stocks.
- Institutional investors looking for diversified investment strategies.
- 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 a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 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 |
| 2026-10-05 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -1.1%.
CSMVX Financials
Bull Case vs Bear Case
Bull Case
- Experienced management team.
- Flexible investment strategy.
- Diversified portfolio across various sectors.
- Strong track record of performance.
Bear Case
- Higher expense ratio compared to some competitors.
- Concentration in small-cap stocks, which can be more volatile.
- Dependence on the performance of the small-cap sector.
- Potential for underperformance during market downturns.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
CSMVX Latest News
No recent news available for CSMVX.
CSMVX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for CSMVX.
Price Targets
Wall Street price target analysis for CSMVX.
CSMVX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for CSMVX; grades run from A+ (80-100) to F (below 30).
Congress Small Cap Growth Fund Financials Stock: Key Questions Answered
What is Congress Small Cap Growth Fund's credit quality and risk management approach?
As an investment fund focused on equity investments in small-cap companies, Congress Small Cap Growth Fund (CSMVX) does not directly engage in lending or credit activities. Therefore, credit quality is not a primary concern for the fund.
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 information provided is based on available data and is subject to change.