CSMD

Congress SMID Growth ETF

1 year +0.2%

Assets$462.34MCongress

Fee0.69%a year

Yield0.0%

This year+5.2%

5 years–a year on average

Components47top 10: 33%

Returns

This year +5.2% 1 year +0.2% 3 years, yearly +11.2% 5 years, yearly – 10 years, yearly –

The fund's own total return. Volatility 17.5% over one year, 18.8% over three; Sharpe ratio over three years 0.48.

Sectors

Healthcare26.8%

Technology25.7%

Industrials20.0%

Consumer Defensive7.3%

Financial Services6.8%

Consumer Cyclicals6.3%

Energy4.3%

Communication Services2.0%

Basic Materials1.8%

Real Estate1.6%

Regions

North America96.9%

United Kingdom2.5%

Asset classes

Stock US93.4%

Stock non-US2.5%

Cash0.8%

Other0.1%

About the fund

Issuer: Congress
Since: 2023-08-21
Listed on: NYSE ARCA
ISIN: US74316P6455
Turnover: 0% a year

The fund is an actively-managed exchange-traded fund ("ETF"). The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which the adviser considers to have a small to mid-size market capitalization.

From the market data provider's fund data, read 2026-10-20. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.