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CSMD
+0.89 · +2.75%
$33.16 · NYSE ARCA

Professionally Managed Portfolios (CSMD) ETF Analysis | Mid-Cap Growth

Congress · USA
AUM:$469.9M
#– of – in Mid-Cap Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 13.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.68% — moderate cost. Consider how fees compound over long holding periods.

What is CSMD?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
CSMD returned 13.3% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.68%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 39.7% of the ETF — a moderate level of name concentration.
ETF Information
AUM$469.9M
Expense Ratio0.68%
Dividend Yield0.00%
Holdings42
Inception DateAug 2023
Domicile–
Distribution–
Index–
ProviderCongress
Beta–
CategoryMid-Cap Growth
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+2.2%
1Y
+4.6%
3Y
+33.7%
5Y
+38.0%
OpenBook InsightIf you had invested £10,000 in CSMD 5 years ago, it would have grown to £13,799 — a gain of £3,799.

Annual Returns

Calendar year performance

CSMD delivered positive returns in 4 of the last 4 calendar years.
YearCSMD
2026 YTD+7.0%
2025+6.3%
2024+14.1%
2023+6.4%
CAGR 3yr+8.9%
4/4 positive yearsAvg return: +8.5%Worst year: +6.3% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
21.4%
Moderate
Momentum
+0.9%
30-day change
Support Level
34.42
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.
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