Conestoga SMid Cap's team argues that markets haven't rewarded its holdings' strong fundamentals. The same might be said of the strategy itself.
Conestoga SMid Cap Fund Investors Class CCSMX
- 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.
People Pillar
Parent Pillar
- 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 |