Conestoga SMid Cap Fund Institutional Class
CCSGX
NASDAQ
| Weiss Ratings | CCSGX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CCSGX-NASDAQ | Click to Compare |
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| Provider | Conestoga Capital Advisors | |||
| Manager/Tenure (Years) | Robert M. Mitchell (12), Derek Sterling Johnston (10), Ted Chang (0) | |||
| Website | http://www.conestogacapital.com | |||
| Fund Information | CCSGX-NASDAQ | Click to Compare |
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| Fund Name | Conestoga SMid Cap Fund Institutional Class | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 15, 2014 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CCSGX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | CCSGX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.53% | |||
| Asset Allocation | CCSGX-NASDAQ | Click to Compare |
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| Cash | 0.18% | |||
| Stock | 99.82% | |||
| U.S. Stock | 91.92% | |||
| Non-U.S. Stock | 7.90% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | CCSGX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.87% | |||
| 30-Day Total Return | -7.62% | |||
| 60-Day Total Return | -9.68% | |||
| 90-Day Total Return | -9.38% | |||
| Year to Date Total Return | -9.64% | |||
| 1-Year Total Return | -6.81% | |||
| 2-Year Total Return | -6.97% | |||
| 3-Year Total Return | 9.23% | |||
| 5-Year Total Return | -6.54% | |||
| Price | CCSGX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CCSGX-NASDAQ | Click to Compare |
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| Nav | $21.92 | |||
| 1-Month Low NAV | $21.29 | |||
| 1-Month High NAV | $23.84 | |||
| 52-Week Low NAV | $21.29 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $26.62 | |||
| 52-Week High Price (Date) | Sep 08, 2025 | |||
| Beta / Standard Deviation | CCSGX-NASDAQ | Click to Compare |
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| Beta | 1.14 | |||
| Standard Deviation | 16.12 | |||
| Balance Sheet | CCSGX-NASDAQ | Click to Compare |
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| Total Assets | 559.79M | |||
| Operating Ratios | CCSGX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.85% | |||
| Turnover Ratio | 11.00% | |||
| Performance | CCSGX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 24.03% | |||
| Last Bear Market Total Return | -18.46% | |||