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Morningstar

Conestoga SMid Cap Institutional CCSGX

Morningstar Medalist Rating
Medalist Rating as of | See Conestoga Investment Hub
  • NAV / 1-Day Return 20.77  /  0.76 %
  • Total Assets 382.9 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 15%

USD | NAV as of May 31, 2023 | 1-Day Return as of May 31, 2023, 10:11 PM GMT+0

Morningstar’s Analysis CCSGX

Will CCSGX outperform in 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.

Built squarely on this firm’s strengths.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Conestoga SMid Cap’s strong investment team and grounding in a proven approach earn it a Morningstar Analyst Rating of Silver or Bronze, depending on share class fees.

by Tony Thomas
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CCSGX

More CCSGX Holdings
  • Current Portfolio Date Mar 31, 2023
  • Equity Holdings 48
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 32.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Casella Waste Systems Inc Class A

4.32
16,430,742
Industrials

Fair Isaac Corp

3.92
14,911,082
Technology

FirstService Corp Ordinary Shares

3.63
13,802,921
Real Estate

Exponent Inc

3.57
13,600,707
Industrials

The Descartes Systems Group Inc

3.21
12,228,537
Technology

Rollins Inc

3.06
11,652,577
Consumer Cyclical

Novanta Inc

3.00
11,425,844
Technology

SPS Commerce Inc

2.86
10,887,013
Technology

Repligen Corp

2.66
10,116,752
Healthcare

Pool Corp

2.65
10,066,024
Industrials