Conestoga Small Cap’s well-established team and process have delivered for small-growth equity investors—and that’s likely to continue. That said, the mutual fund is closed to most new investors.
Conestoga Small Cap Investors CCASX
- NAV / 1-Day Return 69.17 / −0.07 %
- Total Assets 3.9 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 —
- Turnover 13%
USD | NAV as of Jul 03, 2024 | 1-Day Return as of Jul 03, 2024, 10:21 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 37.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Casella Waste Systems Inc Class A | 4.97 | 194.6 Mil | Industrials |
The Descartes Systems Group Inc | 4.42 | 173.1 Mil | Technology |
Exponent Inc | 3.92 | 153.3 Mil | Industrials |
Simpson Manufacturing Co Inc | 3.71 | 145.3 Mil | Basic Materials |
SPS Commerce Inc | 3.53 | 138.2 Mil | Technology |
AAON Inc | 3.50 | 137.1 Mil | Industrials |
Altair Engineering Inc Class A | 3.49 | 136.7 Mil | Technology |
Construction Partners Inc Class A | 3.48 | 136.4 Mil | Industrials |
Novanta Inc | 3.25 | 127.4 Mil | Technology |
RBC Bearings Inc | 3.15 | 123.4 Mil | Industrials |