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 Investors CCASX
- NAV / 1-Day Return 70.97 / −0.11 %
- Total Assets 4.0 Bil
-
Adj. Expense Ratio
1.100%
- Expense Ratio 1.100%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 2,500
- Status Limited
- TTM Yield —
- Turnover 13%
USD | NAV as of May 10, 2024 | 1-Day Return as of May 10, 2024, 10:08 PM GMT+0
Morningstar’s Analysis CCASX
Will CCASX 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 36.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Casella Waste Systems Inc Class A | 4.61 | 191.3 Mil | Industrials |
Simpson Manufacturing Co Inc | 4.33 | 179.7 Mil | Basic Materials |
The Descartes Systems Group Inc | 4.13 | 171.6 Mil | Technology |
AAON Inc | 3.88 | 160.9 Mil | Industrials |
Novanta Inc | 3.31 | 137.3 Mil | Technology |
SPS Commerce Inc | 3.27 | 135.9 Mil | Technology |
Altair Engineering Inc Class A | 3.25 | 134.8 Mil | Technology |
Stevanato Group SPA | 3.24 | 134.3 Mil | Healthcare |
Exponent Inc | 3.21 | 133.3 Mil | Industrials |
FirstService Corp Ordinary Shares | 3.17 | 131.7 Mil | Real Estate |