Conestoga SMid Cap Fund (CCSMX) Research

The fund is committed to dedicating at least 80% of its total investable capital (net assets) to equity holdings in companies characterized by their small to medium market values, commonly referred to as "smid-cap" firms. This broad category of equity instruments may encompass various types, such as American Depositary Receipts (ADRs), securities that are convertible into stock, common and preferred shares from both domestic and international markets, and specific options like rights and warrants.

Market snapshot

Symbol
CCSMX
Price
$21.80
Day change
+0.93%
Market cap
$493.9M
52-week range
20.68-25.9
Sector
Financial Services
Industry
Asset Management

Peer companies

  • GuideMark Large Cap Core Fund (GMLGX)
  • Janus Henderson Adaptive Risk Managed U.S. Equity Fund (JRSIX)
  • Janus Henderson Adaptive Risk Managed U.S. Equity Fund (JRSNX)
  • Janus Henderson Adaptive Risk Managed U.S. Equity Fund (JRSSX)
  • Lord Abbett Convertible Fund (LACFX)
  • LSV Small Cap Value Fund (LVAQX)
  • Meridian Contrarian Fund (MFCAX)
  • BlackRock MuniHoldings New Jersey Quality Fund, Inc. (MUJ)

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