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) | 0.70% | |||
| Asset Allocation | CCSGX-NASDAQ | Click to Compare |
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| Cash | 0.99% | |||
| Stock | 99.00% | |||
| U.S. Stock | 90.28% | |||
| Non-U.S. Stock | 8.72% | |||
| 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 | 1.21% | |||
| 30-Day Total Return | 3.45% | |||
| 60-Day Total Return | -0.66% | |||
| 90-Day Total Return | -3.77% | |||
| Year to Date Total Return | -7.54% | |||
| 1-Year Total Return | -7.16% | |||
| 2-Year Total Return | -12.51% | |||
| 3-Year Total Return | 10.69% | |||
| 5-Year Total Return | -17.40% | |||
| 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 | $22.43 | |||
| 1-Month Low NAV | $21.42 | |||
| 1-Month High NAV | $22.49 | |||
| 52-Week Low NAV | $21.29 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $25.74 | |||
| 52-Week High Price (Date) | Jan 15, 2026 | |||
| Beta / Standard Deviation | CCSGX-NASDAQ | Click to Compare |
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| Beta | 1.00 | |||
| Standard Deviation | 16.54 | |||
| Balance Sheet | CCSGX-NASDAQ | Click to Compare |
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| Total Assets | 357.56M | |||
| 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 | -0.52% | |||
| Last Bear Market Total Return | -18.46% | |||