Morningstar

Conestoga SMid Cap Fund Institutional Class CCSGX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $22.09  /  +0.68 %
  • Fund Size $362.3M
  • Adjusted Expense Ratio 0.850%
  • Net Expense Ratio 0.850%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $250,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 11%
NAV and 1-Day Return as of

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.

Principal Tony Thomas

Tony Thomas

Principal

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

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Portfolio Holdings CCSGX

More CCSGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Repligen Corp

4.35 18M
Healthcare

Casella Waste Systems Inc Class A

4.34 18M
Industrials

Balchem Corp

4.25 17M
Basic Materials

Guidewire Software Inc

3.73 15M
Technology

CSW Industrials Inc

3.58 14M
Industrials

Construction Partners Inc Class A

3.56 14M
Industrials

Novanta Inc

3.50 14M
Technology

RBC Bearings Inc

3.35 14M
Industrials

FirstService Corp Ordinary Shares

3.34 13M
Real Estate

The Descartes Systems Group Inc

3.25 13M
Technology

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