Conestoga Small Cap’s long-term merits remain steadfast despite an upcoming manager change and ugly recent performance. The strategy retains its Above Average People and Process ratings; it also remains closed to most new investors.
Conestoga Small Cap Institutional Class CCALX
- NAV / 1-Day Return 70.61 / −0.07 %
- Total Assets 1.9B
-
Adj. Expense Ratio
0.900%
- Expense Ratio 0.900%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 250,000
- Status Limited
- TTM Yield 0.00
- Turnover 17%
USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:50 AM GMT+0
Morningstar’s Analysis CCALX
Will CCALX outperform in the 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 43.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Digi International Inc | 4.90 | 102M | Technology |
Novanta Inc | 4.89 | 102M | Technology |
RBC Bearings Inc | 4.61 | 96M | Industrials |
Casella Waste Systems Inc Class A | 4.58 | 95M | Industrials |
ESCO Technologies Inc | 4.39 | 92M | Technology |
LeMaitre Vascular Inc | 4.21 | 88M | Healthcare |
Mercury Systems Inc | 4.07 | 85M | Industrials |
Balchem Corp | 4.06 | 85M | Basic Materials |
AAON Inc | 3.91 | 81M | Industrials |
FirstService Corp Ordinary Shares | 3.80 | 79M | Real Estate |
United States