Conestoga Small Cap Fund Quote
| CCALX Fund | USD 71.20 0.78 1.08% |
PerformanceVery Weak
| Odds Of DistressLow
|
Conestoga Small is trading at 71.20 as of the 20th of March 2025; that is 1.08 percent down since the beginning of the trading day. The fund's open price was 71.98. Conestoga Small has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
Under normal market circumstances, the fund invests at least 80 percent of its net assets in equity securities of small-cap companies. Equity securities include American depositary receipts , convertible securities, foreign and domestic common and preferred stocks, rights and warrants.. More on Conestoga Small Cap
Moving together with Conestoga Mutual Fund
Conestoga Mutual Fund Highlights
| Fund Concentration | Conestoga Capital Advisors Funds, Large Funds, Small Growth Funds, Small Growth, Conestoga Capital Advisors (View all Sectors) |
| Update Date | 31st of March 2025 |
Conestoga Small Cap [CCALX] is traded in USA and was established 20th of March 2025. Conestoga Small is listed under Conestoga Capital Advisors category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Conestoga Capital Advisors family. This fund currently has accumulated 2.66 B in assets under management (AUM) with no minimum investment requirementsConestoga Small Cap is currently producing year-to-date (YTD) return of 1.94%, while the total return for the last 3 years was 2.48%.
Check Conestoga Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Conestoga Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Conestoga Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Conestoga Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Conestoga Small Cap Mutual Fund Constituents
| BLKB | Blackbaud | Stock | Information Technology | |
| BL | Blackline | Stock | Information Technology | |
| TREX | Trex Company | Stock | Industrials | |
| SSD | Simpson Manufacturing | Stock | Industrials | |
| SPSC | SPS Commerce | Stock | Information Technology | |
| SITE | SiteOne Landscape Supply | Stock | Industrials | |
| ROG | Rogers | Stock | Information Technology | |
| RGEN | Repligen | Stock | Health Care |
Conestoga Small Cap Risk Profiles
| Mean Deviation | 0.9139 | |||
| Standard Deviation | 1.14 | |||
| Variance | 1.31 | |||
| Risk Adjusted Performance | (0.19) |
Conestoga Small Against Markets
Other Information on Investing in Conestoga Mutual Fund
Conestoga Small financial ratios help investors to determine whether Conestoga Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Conestoga with respect to the benefits of owning Conestoga Small security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Bonds Directory Find actively traded corporate debentures issued by US companies |