Conestoga SMid Cap takes what Conestoga Capital Advisors does well and applies it to slightly larger companies in a way that makes it an enticing option for long-term investors.
Conestoga SMid Cap Investors CCSMX
- NAV / 1-Day Return 23.18 / +1.00 %
- Total Assets 478.0 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.100%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Mid-Cap Growth
- Investment Style Small Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield —
- Turnover 9%
USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0
Morningstar’s Analysis CCSMX
Will CCSMX 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 32.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Casella Waste Systems Inc Class A | 4.57 | 22.1 Mil | Industrials |
FirstService Corp Ordinary Shares | 3.63 | 17.5 Mil | Real Estate |
Trex Co Inc | 3.36 | 16.2 Mil | Industrials |
Construction Partners Inc Class A | 3.21 | 15.5 Mil | Industrials |
Rollins Inc | 3.11 | 15.0 Mil | Consumer Cyclical |
The Descartes Systems Group Inc | 3.07 | 14.8 Mil | Technology |
Watsco Inc Class A | 2.82 | 13.6 Mil | Industrials |
Repligen Corp | 2.82 | 13.6 Mil | Healthcare |
Exponent Inc | 2.81 | 13.6 Mil | Industrials |
Novanta Inc | 2.80 | 13.5 Mil | Technology |