Conestoga Small Cap has looked historically bad recently, but the strategy's key components—its people and process—are in good shape. For the first time since 2018, it's fully open to new investors, and there's a fair contrarian case to be made for it.
Conestoga Small Cap Fund Investors Class CCASX
- NAV / 1-Day Return 62.52 / −0.18 %
- Total Assets 1.3B
-
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 Open
- TTM Yield 0.00
- Turnover 17%
USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:55 AM GMT+0
Morningstar’s Analysis CCASX
Will CCASX 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 38.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Balchem Corp | 4.33 | 75M | Basic Materials |
Casella Waste Systems Inc Class A | 4.31 | 75M | Industrials |
Digi International Inc | 4.26 | 74M | Technology |
Merit Medical Systems Inc | 4.15 | 72M | Healthcare |
RBC Bearings Inc | 4.04 | 70M | Industrials |
ESCO Technologies Inc | 3.78 | 66M | Technology |
LeMaitre Vascular Inc | 3.56 | 62M | Healthcare |
Stevanato Group SpA | 3.52 | 61M | Healthcare |
FirstService Corp Ordinary Shares | 3.47 | 60M | Real Estate |
Mercury Systems Inc | 3.38 | 59M | Industrials |
United States