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Conestoga Small Cap Fund Investors Class (CCASX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. Under normal market circumstances, the fund invests at least 80% of its net assets in equity securities of small-cap companies. Equity securities include American depositary receipts ("ADRs"), convertible securities, foreign and domestic common and preferred stocks, rights and warrants.


1 month-0.99% 3 years+8.25%
3 months+8.25% 5 years+8.81%
1 year+1.40% Since inception+10.51%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+8.81%+6.48%
Expense ratio1.50%1.34%
Risk 5 year sharpe ratio0.540.43
Net assets$680.8M$811.2M
Average market cap$1.4B$2.8B
Average P/E32.924.6
Portfolio turnover12%12%

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Fund Management and Purchase Info

Fund familyConestoga Capital Advisors
Fund manager & tenureRobert Mitchell / 13 Years
Minimal initial investment$2,500.00
Minimum IRA investment--


U.S. stock95.41%
International stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service 19.67%
Healthcare 12.89%
Hardware 12.07%
Industrial materials 10.80%
Energy 8.99%
Top 10 Holdings
Portfolio weighting
OMCL Omnicell Inc3.72%
CMN Cantel Medical Corp3.20%
MLAB Mesa Laboratories Inc3.08%
BLKB Blackbaud Inc3.03%
LGND Ligand Pharmaceuticals Inc3.00%
SPSC SPS Commerce Inc2.91%
VASC Vascular Solutions Inc2.90%
AAON AAON Inc2.90%
NEOG Neogen Corp2.89%
DORM Dorman Products Inc2.86%

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