— Know what they know.
Not Investment Advice

CSMVX

Congress Small Cap Growth Fund
1W: -1.4% 1M: -2.2% 3M: -7.3% YTD: +9.8% 1Y: +4.0% 3Y: +47.6% 5Y: +28.5%
$47.53
+0.65 (+1.39%)
 
Weekly Expected Move ±1.3%
$46 $46 $47 $48 $48
ETF NASDAQ · AUM $2.1B

Similar ETFs

20 peers by holdings overlap (41 holdings)
CCASX
Conestoga Small Cap Fund Investors Class
21.2%
Shared12 holdings
Total44
AUM$2.8B
Price$63.57
WGROX
Wasatch Core Growth Fund
20.5%
Shared10 holdings
Total49
AUM$2.2B
Price$77.14
AFSC
abrdn Focused U.S. Small Cap Active ETF
20.3%
Shared9 holdings
Total40
AUM$84M
Price$37.36
NWGPX
Nationwide Renaissance Small Cap Growth Fund;A
18.6%
Shared9 holdings
Total50
AUM$149M
Price$21.78
GSXCX
abrdn U.S. Small Cap Equity Fund
17.6%
Shared10 holdings
Total57
AUM$377M
Price$32.62
GSXIX
abrdn U.S. Small Cap Equity Fund
17.6%
Shared10 holdings
Total57
AUM$373M
Price$51.20
BUFSX
Buffalo Small Cap Fund Inc.
17.1%
Shared11 holdings
Total79
AUM$467M
Price$16.88
MCGFX
AMG GW&K Small Cap Growth Fund Class N
17.0%
Shared12 holdings
Total78
AUM$414M
Price$11.12
CIPSX
Champlain Small Company Fund
16.6%
Shared13 holdings
Total82
AUM$1.5B
Price$18.39
ALIL
Argent Focused Small Cap ETF
16.2%
Shared7 holdings
Total44
AUM$27M
Price$30.85
SCUVX
Hartford Schroders US Small Cap Opportunities Fund Class A
15.9%
Shared11 holdings
Total83
AUM$187M
Price$31.38
CSMD
Congress SMID Growth ETF
14.9%
Shared7 holdings
Total47
AUM$503M
Price$34.60
GWETX
AMG GW&K Small Cap Core Fund Class N
14.8%
Shared13 holdings
Total93
AUM$729M
Price$34.56
LSSIX
Loomis Sayles Small Cap Growth Fund
13.7%
Shared12 holdings
Total94
AUM$2.2B
Price$32.35
CCSMX
Conestoga SMid Cap Fund
13.6%
Shared6 holdings
Total42
AUM$460M
Price$21.03
WTSGX
Segall Bryant & Hamill Small Cap Growth Fund Retail Class
13.3%
Shared9 holdings
Total80
AUM$319M
Price$24.87
SAGWX
Touchstone Small Company Fund Class A
13.0%
Shared9 holdings
Total77
AUM$1.7B
Price$7.19
DFDSX
DF Dent Small Cap Growth Fund
12.8%
Shared6 holdings
Total47
AUM$160M
Price$23.54
PRDSX
T. Rowe Price Integrated US Sm Gr Eq
12.0%
Shared26 holdings
Total315
AUM$9.6B
Price$50.28
PNSAX
Putnam Small Cap Growth Class A
11.3%
Shared11 holdings
Total95
AUM$3.3B
Price$88.87

Fundamentals Comparison

ETF AUM Holdings Top 10 Wt P/E P/B P/S ROE Net Margin Div Yield Rev Growth EPS Growth IS Score Piotroski
CSMVX $2.1B 40 34.9% 31.8 4.2 3.1 13.7% 9.5% 0.32% +21.9% +35.5% 61.0 6.2
CCASX $2.8B 44 40.6% 37.5 3.9 3.1 10.4% 7.9% 0.33% +14.6% +36.7% 61.2 6.6
WGROX $2.2B 49 33.7% 33.5 4.4 3.2 13.4% 9.4% 0.57% +18.6% +40.2% 64.2 6.4
AFSC $84M 40 30.5% 28.0 3.5 0.8 12.6% 2.7% 0.52% +21.2% +63.0% 61.2 6.8
NWGPX $149M 50 26.9% 28.0 0.4 2.5 2.6% 8.6% 0.24% +29.0% +39.5% 62.7 6.3
GSXCX $377M 57 26.7% 24.4 3.0 0.9 12.5% 3.6% 0.75% +19.3% +52.5% 59.9 6.7
GSXIX $373M 57 26.7% 24.4 3.0 0.9 12.5% 3.6% 0.75% +19.3% +52.5% 59.9 6.7
BUFSX $467M 79 24.5% 44.6 1.2 3.5 4.1% 7.3% 0.38% +27.9% +46.3% 59.5 6.0
MCGFX $414M 78 26.6% 25.4 3.7 3.1 12.7% 9.9% 0.58% +33.2% +26.4% 56.2 5.8
CIPSX $1.5B 82 20.1% 33.4 4.5 1.5 12.3% 3.8% 0.73% +24.5% +19.6% 56.7 5.8
ALIL $27M 44 33.7% 31.0 3.8 2.0 11.5% 5.9% 0.52% +21.4% +24.7% 57.7 6.3

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms