Conestoga Small Cap, which includes a mutual fund and separate accounts, has a team that’s working in its wheelhouse. The strategy is closed to most new investors.
Conestoga Small Cap Institutional CCALX
- NAV / 1-Day Return 77.84 / +0.78 %
- Total Assets 4.2 Bil
-
Adj. Expense Ratio
0.900%
- Expense Ratio 0.900%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 250,000
- Status Limited
- TTM Yield 0.00
- Turnover 13%
USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:10 PM GMT+0
Morningstar’s Analysis CCALX
Will CCALX 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 37.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Casella Waste Systems Inc Class A | 4.74 | 200.4 Mil | Industrials |
The Descartes Systems Group Inc | 4.51 | 190.6 Mil | Technology |
Exponent Inc | 4.04 | 171.0 Mil | Industrials |
Simpson Manufacturing Co Inc | 3.98 | 168.2 Mil | Basic Materials |
SPS Commerce Inc | 3.75 | 158.3 Mil | Technology |
Construction Partners Inc Class A | 3.58 | 151.5 Mil | Industrials |
Novanta Inc | 3.37 | 142.4 Mil | Technology |
FirstService Corp Ordinary Shares | 3.28 | 138.7 Mil | Real Estate |
Altair Engineering Inc Class A | 3.27 | 138.3 Mil | Technology |
AAON Inc | 3.10 | 131.2 Mil | Industrials |
United States