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 Investors CCSMX
- NAV / 1-Day Return 25.73 / +0.08 %
- Total Assets 749.2 Mil
-
Adj. Expense Ratio
- 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 9%
USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:17 PM GMT+0
Morningstar’s Analysis CCSMX
Will CCSMX 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 34.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Casella Waste Systems Inc Class A | 4.72 | 32.7 Mil | Industrials |
FirstService Corp Ordinary Shares | 3.70 | 25.6 Mil | Real Estate |
Construction Partners Inc Class A | 3.64 | 25.2 Mil | Industrials |
Exponent Inc | 3.60 | 25.0 Mil | Industrials |
Tyler Technologies Inc | 3.33 | 23.1 Mil | Technology |
The Descartes Systems Group Inc | 3.32 | 23.0 Mil | Technology |
Rollins Inc | 3.20 | 22.2 Mil | Consumer Cyclical |
Watsco Inc Class A | 3.19 | 22.1 Mil | Industrials |
Repligen Corp | 3.04 | 21.1 Mil | Healthcare |
SPS Commerce Inc | 2.91 | 20.2 Mil | Technology |