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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
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-0.21% 3 years+17.08%
3 months+12.62% 5 years+17.92%
1 year+27.94% Since inception+12.52%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+17.92%+13.02%
Expense ratio1.50%1.29%
Risk 5 year sharpe ratio1.151.02
Net assets$1.5B$1.0B
Average market cap$1.9B$3.8B
Average P/E36.529.4
Portfolio turnover24%24%

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Fund Management and Purchase Info

Fund familyConestoga Capital Advisors
Fund manager & tenureRobert Mitchell / 15 Years
Minimal initial investment$2,500.00
Minimum IRA investment--


U.S. stock95.46%
International stock3.10%
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 Inc3.54%
NEOG Neogen Corp3.37%
-- 3.10%
CMD Cantel Medical Corp3.04%
WAGE WageWorks Inc2.85%
EXPO Exponent Inc2.85%
ROG Rogers Corp2.80%
FOXF Fox Factory Holding Corp2.79%
SSD Simpson Manufacturing Co Inc2.74%
LGND Ligand Pharmaceuticals Inc2.69%