Conestoga SMid Cap Fund Institutional Class CCSGX

Morningstar Medalist Rating
  • NAV / 1-Day Return$22.19  /  +1.26%
  • Fund Size$349.8M
  • Adjusted Expense Ratio0.850%
  • Net Expense Ratio0.850%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategoryMid-Cap Growth
  • Equity Style Box (Funds)Small Growth
  • Minimum Initial Investment$250,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio11%

Morningstar’s Analysis CCSGX

Will CCSGX outperform in the future?

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

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.

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Portfolio Holdings CCSGX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings37.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Repligen Corp

4.4116M
Healthcare

Balchem Corp

4.3116M
Basic Materials

Casella Waste Systems Inc Class A

4.1815M
Industrials

West Pharmaceutical Services Inc

3.6513M
Healthcare

Novanta Inc

3.6413M
Technology

CSW Industrials Inc

3.6013M
Industrials

RBC Bearings Inc

3.6013M
Industrials

Construction Partners Inc Class A

3.3312M
Industrials

Merit Medical Systems Inc

3.2612M
Healthcare

The Descartes Systems Group Inc

3.0211M
Technology

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