Conestoga SMid Cap, which includes a mutual fund and separately managed accounts, builds on Conestoga’s strengths in a promising way for long-term investors.
Conestoga SMid Cap Institutional CCSGX
- NAV / 1-Day Return 26.11 / +0.31 %
- Total Assets 745.3 Mil
-
Adj. Expense Ratio
- 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 9%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:50 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 34.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Casella Waste Systems Inc Class A | 4.88 | 33.9 Mil | Industrials |
FirstService Corp Ordinary Shares | 3.79 | 26.3 Mil | Real Estate |
Exponent Inc | 3.65 | 25.3 Mil | Industrials |
Tyler Technologies Inc | 3.43 | 23.8 Mil | Technology |
Rollins Inc | 3.34 | 23.1 Mil | Consumer Cyclical |
The Descartes Systems Group Inc | 3.28 | 22.7 Mil | Technology |
Watsco Inc Class A | 3.08 | 21.4 Mil | Industrials |
Construction Partners Inc Class A | 3.06 | 21.2 Mil | Industrials |
Merit Medical Systems Inc | 2.90 | 20.1 Mil | Healthcare |
RBC Bearings Inc | 2.90 | 20.1 Mil | Industrials |