Conestoga Small Cap, which includes a mutual fund and separate accounts, has a team that’s working in its wheelhouse. The strategy is closed to most new investors.
Conestoga Small Cap Investors CCASX
- NAV / 1-Day Return 75.47 / +0.73 %
- Total Assets 4.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.100%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 2,500
- Status Limited
- TTM Yield 0.00
- Turnover 13%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0
Morningstar’s Analysis CCASX
Will CCASX 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 37.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Casella Waste Systems Inc Class A | 4.91 | 208.7 Mil | Industrials |
The Descartes Systems Group Inc | 4.45 | 189.1 Mil | Technology |
Exponent Inc | 4.10 | 174.5 Mil | Industrials |
Simpson Manufacturing Co Inc | 3.77 | 160.3 Mil | Basic Materials |
SPS Commerce Inc | 3.45 | 146.8 Mil | Technology |
Umb Money Mkt Fiduciary | 3.42 | 145.6 Mil | Cash and Equivalents |
Novanta Inc | 3.39 | 144.0 Mil | Technology |
FirstService Corp Ordinary Shares | 3.36 | 143.0 Mil | Real Estate |
AAON Inc | 3.33 | 141.5 Mil | Industrials |
Altair Engineering Inc Class A | 3.32 | 141.4 Mil | Technology |