Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD

Conestoga SMid Cap Fund (CCSMX)

22.32
-1.08
(-4.62%)
At close: 8:00:13 PM EDT
Loading Chart for CCSMX
  • Previous Close 23.40
  • YTD Return -6.02%
  • Expense Ratio 1.10%
  • Category Mid-Cap Growth
  • Last Cap Gain 24.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 643.79M
  • Beta (5Y Monthly) 1.11
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 10.00%
  • Last Dividend --
  • Inception Date Dec 15, 2014

The fund invests at least 80% of its net assets in equity securities of small-to-mid ("smid") capitalization companies. Equity securities include American depositary receipts ("ADRs"), convertible securities, foreign and domestic common and preferred stocks, rights and warrants.

Conestoga Capital Advisors

Fund Family

Mid-Cap Growth

Fund Category

643.79M

Net Assets

2014-12-15

Inception Date

Performance Overview: CCSMX

View More

Trailing returns as of 4/3/2025. Category is Mid-Cap Growth.

YTD Return

CCSMX
6.02%
Category
10.80%
 

1-Year Return

CCSMX
0.37%
Category
48.17%
 

3-Year Return

CCSMX
2.12%
Category
21.26%
 

5-Year Return

CCSMX
11.25%
Category
20.18%
 

People Also Watch

Holdings: CCSMX

View More

Sector Weightings

SectorCCSMX
Industrials   43.87%
Technology   29.63%
Healthcare   11.09%
Real Estate   3.82%
Utilities   0.00%
Energy   0.00%

Recent News: CCSMX

View More

Research Reports: CCSMX

View More

Top Mutual Funds