Conestoga SMid Cap Fund Institutional Class (CCSGX) Research

This fund primarily allocates its capital to companies categorized as small-to-mid (smid) capitalization. It maintains a policy of investing a minimum of 80% of its net assets in the equity holdings of such firms. These equity investments encompass a range of instruments, including American Depositary Receipts (ADRs), convertible securities, common and preferred stocks from both domestic and international markets, as well as rights and warrants.

Market snapshot

Symbol
CCSGX
Price
$22.46
Day change
+0.94%
Market cap
$494.0M
52-week range
21.29-26.62
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Applied Finance Select Fund Investor Class (AFVLX)
  • Tributary Small Company Fund Institutional Plus Class (FOSBX)
  • Tributary Small Company Fd Instl (FOSCX)
  • Macquarie Smid Cap Core Fund Y (IYSYX)
  • Janus Henderson U.S. Managed Volatility Fund Class A (JRSAX)
  • Janus Henderson U.S. Managed Volatility Fund Class C (JRSCX)
  • PGIM Jennison Emerging Markets Equity Opportunities Fund Class Z (PDEZX)
  • SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I (SEVIX)

Open Conestoga SMid Cap Fund Institutional Class (CCSGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.