CSMD
Congress SMid Growth ETF
CSMD is an actively managed fund that seeks long-term capital appreciation by investing in small- and mid-cap companies believed to be experiencing or will experience earnings growth.
US
EQUITY
Active
MANAGEMENT STYLE
373.7 M
ASSETS UNDER MGMT
69 bp
EXPENSES
Fund Basics
| Fund sponsor | Lagan Holding Co. Trust |
| Category | US |
| Asset class | Equity |
| Website | link... |
| Inception date | Aug 22, 2023 |
| Assets (mns) | $374 |
| Expense ratio | 69 bp |
| Currency | USD |
Sector Breakdown
Fund Structure
| Regulation | Open-Ended Fund |
| Distributions | Annually |
| Taxation | 1099 |
| Stock selection | Proprietary |
| Weighting | Proprietary |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| COMFORT SYSTEMS USA INC | 6.3 % |
| STERLING CONSTRUCTION CO | 5.2 % |
| CURTISS-WRIGHT CORP | 5.1 % |
| CYBERARK SOFTWARE LTD. | 4.7 % |
| NVENT ELECTRIC PLC | 3.6 % |
| VALMONT INDUSTRIES | 3.0 % |
| MEDPACE HOLDINGS, INC. | 3.0 % |
| RAMBUS INC | 3.0 % |
| INSULET CORP | 3.0 % |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | 2.9 % |
Constituent Breakdown
| Number of holdings | 41 |
| Herfindahl-Hirschman Index | 289 |
| Wgt avg mkt cap (mns) | $13,664 |
| Large cap (>$10bn) | 53.1% |
| Mid cap ($2-10bn) | 41.0% |
| Small cap (<$2bn) | 2.9% |
| Developed mkts. | 98.3% |
| Emerging mkts. | 0.0% |
Country Exposure
 |
UNITED STATES | 85.8 % |
 |
ISRAEL | 4.7 % |
 |
BRITAIN | 3.6 % |
 |
IRELAND | 2.1 % |
Historical Performance
Standardized Performance (as of 10/31/2025)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 10.6% | 14.0% | 20.7% | -- | -- | -- | -- | 13.6% |
| Dividend Yield | 0.0% | 0.4% | 0.2% | -- | -- | -- | -- | 0.2% |
| Total Returns | 10.6% | 14.5% | 21.0% | -- | -- | -- | -- | 13.8% | Ann. Volatility | 22.5% | 22.1% | 19.7% | -- | -- | -- | -- | 19.4% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 1.36 | 78% |
| MSCI EAFE | 0.65 | 23% |
| MSCI Emg Mkts | 0.44 | 8% |
Liquidity Measures
| Avg. volume (000) | 55 |
| ADV traded (mns) | $2 |
| Turnover | 0.5% |
| Avg. Bid/Ask (% of price) | 0.23% |
Technical Indicators
| Recent close | $31.33 |
| 30d moving avg. | $33.16 |
| Annualized volatility | 18.5% |
| Relative strength (RSI) | 44 |
| Short interest | 0.2% |
Distributions
Assets Under Management (mns)
Money Flows (mns)
Short Interest (as % of shares outstanding)
Long Money Flows (mns)
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. |
Expenses vs. |
ALTAR Score™ vs. |
|---|---|---|---|---|
| MCOW | Pacer S&P MidCap 400 Quality FCF Aristocrats ETF | 17.8% | -20 bp | +7.2% |
| SMAP | Amplify Small-Mid Cap Equity ETF | 17.8% | -9 bp | +5.8% |
| XMHQ | Invesco S&P MidCap Quality ETF | 16.8% | -44 bp | +7.0% |
| JSMD | Janus Henderson Small/Mid Cap Growth Alpha ETF | 15.3% | -39 bp | +7.3% |
| PAMC | Pacer Lunt MidCap Multi-Factor Alternator ETF | 15.3% | -9 bp | +7.0% |
| PKB | Invesco Building & Construction ETF | 14.4% | -7 bp | +4.5% |
| GRPM | Invesco S&P MidCap 400 GARP ETF | 14.2% | -34 bp | +8.2% |
| RFG | Invesco S&P Midcap 400 Pure Growth ETF | 13.0% | -34 bp | +5.6% |
| NEWZ | StockSnips AI-Powered Sentiment US All Cap ETF | 13.0% | -4 bp | +4.8% |
| IJK | iShares S&P Mid-Cap 400 Growth ETF | 12.7% | -52 bp | +6.1% |
Risk and Returns: CSMD vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- | |
| Book value per share | -- | -- | -- | -- | -- | -- | -- | |
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2024 | 2025 | 2026 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 11/20/2025
Peer Group Comparison Sample data. Subscribe for access.
Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
Historical Valuation Trends Sample data. Subscribe for access.
SHOWING:
Price-to-Earnings
Price-to-Earnings
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
UNDERWEIGHT
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals.
ALTAR Score™
CSMD
3.9%
Cat. Avg
5.8%
ALTAR Score™ Calculation
Category Overview
There are 1003 funds in the US Equity category, with an average ALTAR Score™
of 5.8% and a standard deviation of
2.4%. CSMD's ALTAR Score™ is approximately
0.8 standard deviations
below
the category average. This places CSMD in the 22nd percentile among funds in the category.
Sell Side Consensus Rating
Sell-side recommendations on the ETF's individual constituents
CSMDSELL
U/W
HOLD
O/W
BUY