Conestoga SMid Cap Fund Institutional Class
CCSGX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
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
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 550 E. Swedesford Road Wayne PA United States of America 19087
- IPO Date
- Dec 15, 2014
- CIK
- 0001175813
- Website
- conestogacapital.com
- Similar Companies
- Business
- Conestoga SMid Cap Fund Institutional Class (CCSGX) is an actively managed open-end mutual fund that seeks long-term growth of capital by investing primarily in common stocks of small- and mid-cap companies in the United States. The fund focuses on high-quality growth companies with sustainable competitive advantages, strong management teams, and attractive valuations; it employs a bottom-up fundamental analysis approach, emphasizing sectors such as industrials, technology, consumer discretionary, and healthcare. CCSGX offers institutional investors access to a diversified portfolio typically comprising 40 to 70 holdings, with position sizes limited to manage risk; it provides daily liquidity, professional portfolio management, and quarterly reporting. The fund operates within the U.S. equity small- and mid-cap growth segment, targeting institutional clients including endowments, foundations, and pension plans; it is part of the Conestoga family of funds managed by Conestoga Capital Advisors LLC, founded in 1986 and headquartered in Bryn Mawr, Pennsylvania. Recent developments include portfolio manager changes in 2023 with the addition of new analysts to enhance research capabilities, alongside a strategic emphasis on quality growth amid market volatility; in 2024, the fund participated in sector reallocations toward resilient industrials and software firms following economic shifts, and it benefited from strong performance attribution to top holdings in automation and niche manufacturing.