Morningstar

Conestoga SMid Cap Fund Institutional Class CCSGX

Morningstar Medalist Rating
Medalist Rating as of | See Conestoga Investment Hub
  • NAV / 1-Day Return 22.59  /  −1.01 %
  • Total Assets 448.9M
  • 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 Jul 21, 2026 | 1-Day Return as of Jul 21, 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.

The fundamental case for this strategy remains intact.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Conestoga SMid Cap’s team is changing a little, but overall the strategy will continue to have good leadership and a worthy approach to small- and mid-cap stocks. Even so, changes to how Morningstar calculates the excess return potential for strategies drop the Morningstar Medalist Rating of the mutual fund’s institutional share class to Bronze from Silver, while the investor share class and separate accounts retain their Bronze and Silver ratings, respectively.

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 39.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

RBC Bearings Inc

4.57 22M
Industrials

Casella Waste Systems Inc Class A

4.45 22M
Industrials

Novanta Inc

4.19 21M
Technology

Mercury Systems Inc

3.98 19M
Industrials

FirstService Corp Ordinary Shares

3.96 19M
Real Estate

Balchem Corp

3.92 19M
Basic Materials

Construction Partners Inc Class A

3.91 19M
Industrials

Rollins Inc

3.83 19M
Consumer Cyclical

SPX Technologies Inc

3.39 17M
Industrials

CSW Industrials Inc

3.34 16M
Industrials

Sponsor Center