CSMD
Congress SMid Growth ETF
📎 Investment Objective
The Congress SMid Growth ETF (CSMD) seeks to provide long-term capital appreciation by investing in a portfolio of mid-cap growth companies.
Overview
ETF tracking Congress SMid Growth ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Congress SMid Growth ETF (CSMD) seeks to provide long-term capital appreciation by investing in a portfolio of mid-cap growth companies.
🎯 Investment Strategy
The fund aims to achieve its objective by investing primarily in the common stocks of mid-capitalization companies that the fund's investment advisor believes have the potential for above-average growth. The advisor uses a fundamental, bottom-up research process to identify companies that it believes are well-positioned to benefit from secular trends and have strong competitive positions, experienced management teams, and attractive valuations.
✨ Key Features
- Focuses on mid-cap growth companies with strong growth potential
- Actively managed portfolio selected through fundamental research
- Diversified exposure to the mid-cap growth segment of the market
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Sector risk: The fund may be susceptible to economic, political, or regulatory occurrences affecting a particular sector
- Style risk: The fund's growth investment style may fall out of favor, leading to underperformance
- Liquidity risk: Mid-cap stocks may have lower trading volumes, making them more difficult to buy or sell
👤 Best For
The Congress SMid Growth ETF may be suitable for investors seeking long-term capital appreciation through exposure to the mid-cap growth segment of the US equity market. This fund may be appropriate for investors with a higher risk tolerance who are willing to accept the volatility associated with a growth-oriented investment strategy.