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.
- NAV / 1-Day Return 66.64 / 1.90 %
- Total Assets 3.6 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 24%
Morningstar’s Analysis CCASX
Will CCASX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 47
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 35.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Umb Money Mkt Fiduciary
3.18
111,200,751
Cash and Equivalents