Morningstar

Congress SMID Growth ETF CSMD

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

Morningstar’s Analysis CSMD

Will CSMD outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Congress SMid Growth ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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 32.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Rubrik Inc Class A Shares

4.34 21M
Technology

Halozyme Therapeutics Inc

3.68 18M
Healthcare

Valmont Industries Inc

3.37 16M
Industrials

Repligen Corp

3.32 16M
Healthcare

Rambus Inc

3.28 16M
Technology

UFP Technologies Inc

3.01 15M
Healthcare

Medpace Holdings Inc

2.80 14M
Healthcare

nVent Electric PLC

2.79 14M
Industrials

Entegris Inc

2.77 13M
Technology

Samsara Inc Ordinary Shares - Class A

2.76 13M
Technology

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