Good evening :)
$
C

Congress SMID Growth ETF

CSMD

NYSE ARCA
$33.400.80% (+0.26)
High
Low
Returns
1D
1W
1M
1Y
5Y
Max
Loading...
1D
1W
1M
1Y
5Y
Max

US ETF

Midcap Growth

US Midcap ETF

Invests in midcap growth segment

Key Metrics

Key Metrics

Expense Ratio
Expense Ratio

The operating and administrative costs of running the fund measured as the percentage of fund assets

0.6799%
AUM
AUM

Current market value of the ETF scheme managed by the Asset Management Company

$473.59M
Beta
Beta

Sensitivity of the stock's price relative to the country's key indices over the last 5 years

1.16
Volatility (3Y)
Volatility (3Y)

The annualized standard deviation of the ETF's returns calculated over the last 3 years

18.54%
PE
PE

Ratio of price to the prospective earnings of the ETF's underlyings

26.20
PE Category
PE Category

Ratio of price to the prospective earnings of the holdings of ETFs from the same category

27.55

ETF Profile

Peers

Peers

Exp. Ratio
0.2299%
0.2299%
PE
25.34
25.34
1Y Return
4.91%
4.91%
Exp. Ratio
0.0699%
0.0699%
PE
28.42
28.42
1Y Return
0.51%
0.51%
Exp. Ratio
0.1699%
0.1699%
PE
21.40
21.40
1Y Return
14.46%
14.46%
Exp. Ratio
0.75%
0.75%
PE
21.68
21.68
1Y Return
6.74%
6.74%
Exp. Ratio
0.06%
0.06%
PE
24.92
24.92
1Y Return
14.63%
14.63%

Peers & Comparison

Peers & Comparison

Comparing 2 ETFs from
ETFMid-Cap Growth
ETFTotal AUMTotal AUMExp. RatioExp. Ratio1Y Return1Y Return
Congress SMID Growth ETF $473.59M0.6799%-0.26%
iShares Russell Mid-Cap Growth ETF$19.57B0.2299%-4.91%
Vanguard Mid-Cap Growth Index Fund ETF Shares$19.30B0.0699%0.51%

Price Comparison

Price Comparison

1 Month

1 Year

5 Years

Loading...

Top Holdings

Top Holdings

  • Name
    Holdings
    Sector
  • nVent Electric PLC
    Sector: Industrials
    Holdings3.76 %
    nVent Electric PLC
    NVT

    Holdings

    3.76 %

    Industrials
  • Halozyme Therapeutics Inc
    Sector: Healthcare
    Holdings3.71 %
    Halozyme Therapeutics Inc
    HALO

    Holdings

    3.71 %

    Healthcare
  • Valmont Industries Inc
    Sector: Industrials
    Holdings3.43 %
    Valmont Industries Inc
    VMI

    Holdings

    3.43 %

    Industrials
  • Curtiss-Wright Corporation
    Sector: Industrials
    Holdings3.29 %
    Curtiss-Wright Corporation
    CW

    Holdings

    3.29 %

    Industrials
  • Repligen Corporation
    Sector: Healthcare
    Holdings3.28 %
    Repligen Corporation
    RGEN

    Holdings

    3.28 %

    Healthcare
  • Rubrik, Inc.
    Sector: Technology
    Holdings3.24 %
    Rubrik, Inc.
    RBRK

    Holdings

    3.24 %

    Technology
  • Carpenter Technology Corporation
    Sector: Industrials
    Holdings3.03 %
    Carpenter Technology Corporation
    CRS

    Holdings

    3.03 %

    Industrials
  • UFP Technologies Inc
    Sector: Healthcare
    Holdings2.85 %
    UFP Technologies Inc
    UFPT

    Holdings

    2.85 %

    Healthcare
  • Medpace Holdings Inc
    Sector: Healthcare
    Holdings2.80 %
    Medpace Holdings Inc
    MEDP

    Holdings

    2.80 %

    Healthcare
  • Samsara Inc
    Sector: Technology
    Holdings2.71 %
    Samsara Inc
    IOT

    Holdings

    2.71 %

    Technology

Frequently asked questions

Frequently asked questions

  1. Congress SMID Growth ETF (CSMD) is currently trading at $33.40. You can also track daily change, historical performance, trading volume and other key ETF details on this page.

  2. Indian investors can buy Congress SMID Growth ETF (CSMD) by opening a US investing account through a platform that provides access to US stocks and ETFs, completing the required verification, transferring funds under the Liberalised Remittance Scheme (LRS), and placing an order in USD.

  3. Yes, Indian residents and NRIs can invest in Congress SMID Growth ETF (CSMD) through platforms that offer access to US-listed stocks and ETFs, subject to applicable regulations, including RBI’s Liberalised Remittance Scheme (LRS) guidelines.

  4. The expense ratio of Congress SMID Growth ETF (CSMD) is 0.6799%. It represents the annual operating cost charged by the ETF provider for managing the fund and tracking its underlying index.

  5. Congress SMID Growth ETF (CSMD)’s top holdings currently include nVent Electric PLC, Halozyme Therapeutics Inc, and Valmont Industries Inc. The ETF’s complete holdings list, allocation and sector exposure are available in the Holdings section on this page.

  6. Many platforms offering US ETF investing allow fractional investing, enabling Indian investors to buy a portion of Congress SMID Growth ETF (CSMD) instead of a full share. This allows investment based on a fixed dollar amount.

  7. Gains from Congress SMID Growth ETF (CSMD) are generally taxed in India based on the applicable holding period and tax rules. Dividends may be subject to US withholding tax and Indian taxation rules. The final tax treatment depends on individual circumstances.

  8. Remittances under the Liberalised Remittance Scheme (LRS) for overseas investments, including US ETFs like Congress SMID Growth ETF (CSMD), may attract TCS above specified thresholds. Applicable rates and limits are determined by government regulations and may change over time.

  9. Congress SMID Growth ETF (CSMD)’s current assets under management (AUM) are $473.59M. AUM represents the total market value of assets managed by the ETF and indicates the size of the fund.

  10. Congress SMID Growth ETF (CSMD)’s price-to-earnings (P/E) ratio is 26.20. It represents the weighted valuation of the companies held within the ETF relative to their earnings.

  11. You can compare Congress SMID Growth ETF (CSMD) with iShares Russell Mid-Cap Growth ETF (IWP), Vanguard Mid-Cap Growth Index Fund ETF Shares (VOT), and iShares S&P Mid-Cap 400 Growth ETF (IJK) based on metrics such as expense ratio, AUM, P/E ratio, holdings, liquidity and historical returns in the Peers & Comparison section.

  12. Congress SMID Growth ETF (CSMD)’s NAV represents the per-unit value of the ETF’s underlying holdings after adjusting for expenses and liabilities. It is calculated once daily after markets close and may differ from the ETF’s live market price.

Loading...