Conestoga Small Cap’s well-established team and process have delivered for small-growth equity investors—and that’s likely to continue. That said, the mutual fund is closed to most new investors.
Conestoga Small Cap Institutional CCALX
- NAV / 1-Day Return 71.14 / −0.17 %
- Total Assets 3.9 Bil
-
Adj. Expense Ratio
0.900%
- Expense Ratio 0.900%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 250,000
- Status Limited
- TTM Yield —
- Turnover 13%
USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 PM GMT+0
Morningstar’s Analysis CCALX
Will CCALX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 36.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Simpson Manufacturing Co Inc | 4.50 | 182.7 Mil | Basic Materials |
Casella Waste Systems Inc Class A | 4.30 | 174.3 Mil | Industrials |
The Descartes Systems Group Inc | 4.00 | 162.5 Mil | Technology |
AAON Inc | 3.78 | 153.4 Mil | Industrials |
SPS Commerce Inc | 3.35 | 136.1 Mil | Technology |
Novanta Inc | 3.35 | 135.9 Mil | Technology |
Umb Money Mkt Fiduciary | 3.29 | 133.4 Mil | Cash and Equivalents |
Altair Engineering Inc Class A | 3.28 | 133.2 Mil | Technology |
FirstService Corp Ordinary Shares | 3.23 | 131.0 Mil | Real Estate |
Exponent Inc | 3.21 | 130.4 Mil | Industrials |