Conestoga SMid Cap Fund Investors Class CCSMX

Medalist Rating as of | See Conestoga Investment Hub
  • NAV / 1-Day Return 20.81  /  +0.58 %
  • Total Assets 360.4M
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 11%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:55 AM GMT+0

Morningstar’s Analysis CCSMX

Will CCSMX outperform in the future?

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

Disappointing results, reassuring fundamentals.

Associate Director Tony Thomas

Tony Thomas

Associate Director

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 CCSMX

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Casella Waste Systems Inc Class A

4.31 18M
Industrials

FirstService Corp Ordinary Shares

4.14 17M
Real Estate

Balchem Corp

4.13 17M
Basic Materials

RBC Bearings Inc

3.81 16M
Industrials

CSW Industrials Inc

3.77 15M
Industrials

Construction Partners Inc Class A

3.53 14M
Industrials

Novanta Inc

3.48 14M
Technology

Repligen Corp

3.46 14M
Healthcare

SPX Technologies Inc

3.27 13M
Industrials

Mercury Systems Inc

3.17 13M
Industrials

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