Morningstar

Conestoga SMid Cap Fund Institutional Class CCSGX

Morningstar Medalist Rating
Medalist Rating as of | See Conestoga Investment Hub
  • NAV / 1-Day Return 21.45  /  +0.56 %
  • Total Assets 360.4M
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Small Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 11%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:55 AM GMT+0

Morningstar’s Analysis CCSGX

Will CCSGX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CCSGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CCSGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CCSGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Disappointing results, reassuring fundamentals.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Conestoga SMid Cap's team argues that markets haven't rewarded its holdings' strong fundamentals. The same might be said of the strategy itself.

by Tony Thomas
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CCSGX

More CCSGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Casella Waste Systems Inc Class A

4.31 18M
Industrials

FirstService Corp Ordinary Shares

4.14 17M
Real Estate

Balchem Corp

4.13 17M
Basic Materials

RBC Bearings Inc

3.81 16M
Industrials

CSW Industrials Inc

3.77 15M
Industrials

Construction Partners Inc Class A

3.53 14M
Industrials

Novanta Inc

3.48 14M
Technology

Repligen Corp

3.46 14M
Healthcare

SPX Technologies Inc

3.27 13M
Industrials

Mercury Systems Inc

3.17 13M
Industrials

Sponsor Center