CSMD vs. AMID ETF Comparison
Comparison of Congress SMid Growth ETF (CSMD) to Argent Mid Cap ETF (AMID)
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
$28.58
Average Daily Volume
37,329
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
AMID
Argent Mid Cap ETF
AMID Description
AMID aims to outperform the Russell MidCap Index over the long term by applying Change-Based Investing strategies. The fund actively invests in stocks undergoing positive internal or external change, which the issuer believes could lead to underappreciated growth. The starting universe begins with 1,500 US mid-cap stocks that are screened for liquidity and grouped by sector. Using their proprietary Argent Alpha Model, stocks are ranked under four main categories: Value, Growth, Quality, and Stability. Stocks within each sector with positive exposure to outperforming factors are considered. The remaining companies are grouped into current and future market segments based on expected outperformance in the current or future market cycle. Finally, the fund uses fundamental analysis to select 35-50 stocks with prospect improvements at the company or industry level. Sectors may be overweighted at various times in the economic cycle. Individual securities are capped at 8%.Grade (RS Rating)
Last Trade
$32.06
Average Daily Volume
8,802
Number of Holdings
*
9
* may have additional holdings in another (foreign) market
Performance
Period | CSMD | AMID |
---|---|---|
30 Days | 0.14% | -0.90% |
60 Days | -0.76% | -1.93% |
90 Days | -2.26% | -5.15% |
12 Months | 22.65% |
1 Overlapping Holdings
Symbol | Grade | Weight in CSMD | Weight in AMID | Overlap | |
---|---|---|---|---|---|
MEDP | C | 3.84% | 3.71% | 3.71% |
CSMD: Top Represented Industries & Keywords
Industries:
Software - Application
Specialty Retail
Diagnostics & Research
Engineering & Construction
Household & Personal Products
Packaging & Containers
Semiconductor Equipment & Materials
Software - Infrastructure
Keywords:
E-Commerce
IBD 50
Retailing
S&P 500
Supply Chain Management
Abrasives
Aerospace
Aerospace Manufacturers
Analytics Applications
Animal Product
Animal Products
Application Lifecycle Management
Applied Sciences
Barcode
Biotechnology
Building Automation
Building Biology
Building Engineering
Building Insulation Materials
Cement Services
AMID: Top Represented Industries & Keywords
Industries:
Building Materials
Business Services
Auto & Truck Dealerships
Diagnostics & Research
Information Technology Services
Residential Construction
Software - Infrastructure
Keywords:
S&P 500
Nasdaq 100
Building Materials
Construction
Homebuilder
Installation Services
Insurance
Account Management
Actuarial Science
Actuarial Services
Analytical Solutions
Auction
Biotechnology
Building Insulation
Business Process Management
Car Dealership
Card Processing
Carpet
Cellulose Insulation
Claims Management