Morningstar

Conestoga SMid Cap Investors CCSMX

Morningstar Medalist Rating
Medalist Rating as of | See Conestoga Investment Hub
  • NAV / 1-Day Return 25.61  /  0.00
  • Total Assets 747.3 Mil
  • Adj. Expense Ratio
    1.100%
  • 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 Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:16 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CCSMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CCSMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CCSMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A fine strategy with a fine pedigree.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

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.

by Tony Thomas
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Portfolio Holdings CCSMX

More CCSMX Holdings
  • 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

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