Conestoga Smid Cap Fund Quote
| CCSGX Fund | USD 24.85 0.32 1.27% |
PerformanceVery Weak
| Odds Of DistressLow
|
Conestoga Smid is trading at 24.85 as of the 19th of March 2025; that is 1.27 percent down since the beginning of the trading day. The fund's open price was 25.17. Conestoga Smid 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 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of small-to-mid capitalization companies. Equity securities include American depositary receipts , convertible securities, foreign and domestic common and preferred stocks, rights and warrants. More on Conestoga Smid Cap
Moving together with Conestoga Mutual Fund
Conestoga Mutual Fund Highlights
| Fund Concentration | Conestoga Capital Advisors Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Conestoga Capital Advisors (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Conestoga Smid Cap [CCSGX] is traded in USA and was established 19th of March 2025. Conestoga Smid is listed under Conestoga Capital Advisors category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Conestoga Capital Advisors family. This fund currently has accumulated 406.21 M in assets under management (AUM) with minimum initial investment of 250 K. Conestoga Smid Cap is currently producing year-to-date (YTD) return of 0.76%, while the total return for the last 3 years was 4.78%.
Check Conestoga Smid 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 Smid 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 Smid Cap Mutual Fund Constituents
| CSGP | CoStar Group | Stock | Industrials | |
| ALGN | Align Technology | Stock | Health Care | |
| WST | West Pharmaceutical Services | Stock | Health Care | |
| TYL | Tyler Technologies | Stock | Information Technology | |
| TREX | Trex Company | Stock | Industrials | |
| TFX | Teleflex Incorporated | Stock | Health Care | |
| TECH | Bio Techne Corp | Stock | Health Care | |
| SITE | SiteOne Landscape Supply | Stock | Industrials |
Conestoga Smid Cap Risk Profiles
| Mean Deviation | 0.7991 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.05 | |||
| Risk Adjusted Performance | (0.16) |
Conestoga Smid Against Markets
Other Information on Investing in Conestoga Mutual Fund
Conestoga Smid 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 Smid security.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
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