About CCSGX
The Conestoga SMid Cap Fund Institutional Class is a mutual fund focused on providing long-term capital growth by investing primarily in equity securities of small- to mid-capitalization companies. The fund seeks to capture attractive growth potential by carefully selecting 40 to 60 stocks that its investment team believes are undervalued relative to their growth prospects. Emphasizing companies with sustainable earnings growth, high returns on equity, low debt levels, and capable management, the fund’s disciplined approach targets stable businesses with the potential for consistent performance. Typically, at least 80% of its assets are allocated to "smid cap" U.S. equities, making the fund particularly relevant for investors looking for exposure to this segment of the market. Its portfolio spans diverse sectors, including industrials, technology, real estate, and consumer cyclical industries. The fund’s institutional class features a competitive expense ratio and a relatively low portfolio turnover rate, highlighting its long-term, quality-focused strategy. Overall, the Conestoga SMid Cap Fund Institutional Class plays a significant role in offering targeted access to the dynamic small- and mid-cap growth sector within the broader equity market.
Fund Family Conestoga Capital Advisors
Category Mid-Cap Growth
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol CCSGX
Share Class Institutional Class
Index Russell 2500 Growth TR
CCSGX had a total return of -11.19% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.13%.
