CSMD vs. MID ETF Comparison

Comparison of Congress SMid Growth ETF (CSMD) to American Century Mid Cap Growth Impact ETF (MID)
CSMD

Congress SMid Growth ETF

CSMD Description

The fund is an actively-managed exchange-traded fund ("ETF"). The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which Congress Asset Management Company, LLP considers to have a small to mid-size market capitalization.

Grade (RS Rating)

Last Trade

$31.25

Average Daily Volume

40,016

Number of Holdings *

43

* may have additional holdings in another (foreign) market
MID

American Century Mid Cap Growth Impact ETF

MID Description The investment seeks long-term capital growth. The fund will invest principally in exchange-traded common stocks. Under normal market conditions, the portfolio managers will invest at least 80% of the fund's assets in securities of medium capitalization companies that the portfolio managers believe will create impact by aligning with at least one of the SDGs. The fund may purchase securities of small and large capitalization companies as well. It may engage in active and frequent trading of portfolio securities to achieve its principal investment strategies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$63.07

Average Daily Volume

4,888

Number of Holdings *

40

* may have additional holdings in another (foreign) market
Performance
Period CSMD MID
30 Days 5.72% 3.26%
60 Days 4.62% 4.03%
90 Days 5.29% 6.95%
12 Months 28.13% 35.61%
4 Overlapping Holdings
Symbol Grade Weight in CSMD Weight in MID Overlap
AZEK A 2.42% 0.98% 0.98%
CDW F 1.94% 2.72% 1.94%
PODD C 2.46% 1.5% 1.5%
POOL C 1.85% 4.0% 1.85%
CSMD Overweight 39 Positions Relative to MID
Symbol Grade Weight
FIX A 4.4%
CYBR A 3.72%
CW C 3.4%
SPSC D 3.1%
VMI B 3.09%
PTC B 2.92%
TSCO D 2.88%
STRL A 2.85%
BJ A 2.69%
SUM B 2.62%
PBH A 2.59%
MEDP D 2.57%
WHD B 2.52%
UFPT C 2.51%
HALO F 2.45%
MORN B 2.35%
WSM C 2.35%
ELF C 2.3%
ENTG D 2.21%
CVLT B 2.18%
NVT B 2.15%
KBR F 2.08%
WAL B 2.08%
BMI B 2.08%
RRC B 1.93%
OLLI D 1.88%
STE D 1.87%
LECO C 1.86%
KNSL B 1.75%
AVY F 1.75%
CHH A 1.69%
SMPL B 1.67%
WERN C 1.61%
TRNO F 1.59%
RGEN D 1.44%
OPCH D 1.19%
PEN B 1.16%
PSN D 0.9%
CALX D 0.02%
CSMD Underweight 36 Positions Relative to MID
Symbol Grade Weight
MSCI C -5.64%
ESI B -4.85%
DUOL A -4.55%
MPWR F -4.05%
AVNT B -3.95%
BFAM D -3.94%
NET B -3.77%
LII A -3.48%
MANH D -3.47%
RSG A -3.45%
CMG B -3.05%
CHD A -2.72%
HUBB B -2.71%
CDNS B -2.63%
TRGP A -2.44%
VST A -2.37%
ENPH F -2.26%
IDXX F -2.16%
NTRA A -2.07%
ONON A -2.07%
XYL D -1.93%
ABNB C -1.9%
EFX F -1.86%
ALNY D -1.78%
COR B -1.74%
ARGX B -1.69%
TPG A -1.6%
IQV F -1.59%
NU C -1.53%
VRT B -1.48%
CNM D -1.37%
DXCM C -1.33%
GEHC D -1.27%
TECH F -1.07%
BLD D -0.98%
J D -0.87%
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