Key stats
About Professionally Managed Portfolios Congress SMid Growth ETF
Expense ratio
0.68%
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Inception date
Aug 22, 2023
CSMD primarily invests in domestic small- and mid-cap growth stocks. The fund's investment approach combines a growth style and bottom-up, fundamental research. Stock selection focuses on high-quality companies with above-average earnings growth and free cash flows. Key factors considered include established profitability, a history of earnings growth, positive free cash flow, and prudent debt use. Equity investments encompass ETFs, common stocks, and preferred stocks, with up to 20% in ADRs and GDRs representing interest in foreign securities. Additionally, the fund may hold large-cap companies, with total exposure capped at 20%. Stocks are divested when growth indicators decline or if there's a shift in the investment rationale.
Classification
What's in the fund
Exposure type
Technology Services
Health Technology
Electronic Technology
Stock breakdown by region