Conestoga SMid Cap takes what Conestoga Capital Advisors does well and applies it to slightly larger companies in a way that makes it an enticing option for long-term investors.
Conestoga SMid Cap Institutional CCSGX
- NAV / 1-Day Return 22.91 / +0.84 %
- Total Assets 448.1 Mil
-
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 —
- Turnover 9%
USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:10 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 31.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Casella Waste Systems Inc Class A | 4.25 | 20.1 Mil | Industrials |
FirstService Corp Ordinary Shares | 3.68 | 17.4 Mil | Real Estate |
Trex Co Inc | 3.16 | 14.9 Mil | Industrials |
Construction Partners Inc Class A | 3.09 | 14.6 Mil | Industrials |
Repligen Corp | 3.04 | 14.4 Mil | Healthcare |
Rollins Inc | 3.02 | 14.3 Mil | Consumer Cyclical |
The Descartes Systems Group Inc | 2.97 | 14.0 Mil | Technology |
Umb Money Mkt Fiduciary | 2.94 | 13.9 Mil | Cash and Equivalents |
Novanta Inc | 2.83 | 13.4 Mil | Technology |
Exponent Inc | 2.81 | 13.3 Mil | Industrials |