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Congress SMid Growth ETF CSMD

Morningstar Medalist Rating
Medalist Rating as of | See Congress Investment Hub

Morningstar’s Analysis CSMD

Will CSMD outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CSMD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CSMD management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CSMD’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Congress SMid Growth ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CSMD

More CSMD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Comfort Systems USA Inc

5.75 7.5 Mil
Industrials

Medpace Holdings Inc

3.89 5.1 Mil
Healthcare

e.l.f. Beauty Inc

3.70 4.8 Mil
Consumer Defensive

SPS Commerce Inc

3.56 4.7 Mil
Technology

Tractor Supply Co

3.15 4.1 Mil
Consumer Cyclical

UFP Technologies Inc

3.14 4.1 Mil
Healthcare

CyberArk Software Ltd

3.11 4.1 Mil
Technology

Entegris Inc

3.03 4.0 Mil
Technology

PTC Inc

2.92 3.8 Mil
Technology

BJ's Wholesale Club Holdings Inc

2.83 3.7 Mil
Consumer Defensive