About CCSMX
Conestoga SMid Cap Fund Investors Class is a mutual fund designed to achieve long-term capital growth by investing primarily in small- and mid-capitalization U.S. companies. The fund targets businesses that are considered attractively valued relative to their growth prospects, typically holding a concentrated portfolio of 40-60 stocks. The investment team emphasizes companies demonstrating sustainable earnings growth, strong returns on equity, low leverage, and experienced management teams. With at least 80% of its assets allocated to equity securities within the small-to-mid cap segment, the fund plays a significant role in capturing the dynamic potential of emerging and growing firms across various sectors, including industrials, technology, real estate, and consumer cyclical industries. The fund’s strategy benchmarks its performance against indices such as the Russell 2500 Growth Index, aligning its objective with the growth characteristics of the U.S. smid-cap universe. Through disciplined stock selection and risk control, Conestoga SMid Cap Fund Investors Class serves investors seeking exposure to companies that may be underrepresented in large-cap indices but are positioned for meaningful, long-term value creation 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 CCSMX
Share Class Investors Class
Index Russell 2500 Growth TR
CCSMX had a total return of -10.61% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.43%.
