About CCASX
Conestoga Small Cap Fund Investors Class is an actively managed mutual fund focused on U.S. small-cap equities. Its primary objective is to achieve long-term capital growth by investing at least 80% of its assets in small-cap companies, typically within the market capitalization range defined by the Russell 2000 Index. The fund employs a bottom-up, fundamental investment approach, targeting stocks that are considered attractively valued relative to their growth prospects. Portfolio construction emphasizes companies with sustainable earnings growth, high returns on equity, low debt, and strong management. Spanning across various sectors, the fund typically holds 45-50 stocks, with its largest positions concentrated in industries such as technology, industrials, and basic materials. The fund is benchmarked against the Russell 2000 Growth and Russell 3000 indices, and is known for its relatively low turnover, indicating a long-term investment horizon. Since its inception in 2002, Conestoga Small Cap Fund Investors Class has played a notable role for investors seeking exposure to the growth potential and volatility of emerging small-cap firms in the U.S. equity market.
Fund Family Conestoga Capital Advisors
Category Small Growth
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol CCASX
Share Class Investors Class
Index Russell 2000 Growth TR
CCASX had a total return of -7.80% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.59%.
