Conestoga Small Cap Fund Investors Class
CCASX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 550 E. Swedesford Road Wayne PA United States of America 19087
- IPO Date
- Jan 14, 2002
- CIK
- 0001175813
- Website
- conestogacapital.com
- Similar Companies
- Business
- Conestoga Small Cap Fund Investors Class (CCASX) is an open-end mutual fund that seeks long-term growth of capital by investing primarily in equity securities of small-cap companies, including common and preferred stocks, American depositary receipts, convertible securities, rights and warrants; the fund normally holds 45-50 stocks selected for sustainable earnings growth rates, high returns on equity, low debt levels and capable management teams, with a focus on those attractively valued relative to growth prospects. Managed by Conestoga Capital Advisors LLC, headquartered in Wayne, Pennsylvania, the fund operates in the United States market, targeting individual and institutional investors seeking exposure to the small growth segment of the equity market. Launched on October 1, 2002, with Robert M. Mitchell as co-portfolio manager since inception and Joseph F. Monahan since 2014, the Investors Class shares a net expense ratio of 1.10% and minimum initial investment of $2,500. In March 2025, Conestoga Capital Advisors announced succession plans for its Small Cap Growth strategy, with Derek Johnston, Partner and Portfolio Manager, set to succeed Joe Monahan as co-portfolio manager by the end of 2025; Monahan will continue supporting the Micro Cap Growth strategy and research until his retirement in late 2026. This transition builds on Johnston's experience co-managing the SMid Cap Growth strategy since 2016 and growing its assets to nearly $2 billion. The fund maintains restrictions on new retail investors through financial intermediaries since 2018, prioritizing existing client relationships, while remaining open to fund-direct and certain institutional accounts through at least January 31, 2025. As of September 30, 2025, total net assets across share classes exceed $3.5 billion, with the Investors Class at approximately $523 million, and a Morningstar Medalist Silver rating reflecting strong people, parent and process pillars.