Conestoga SMid Cap Fund
CCSMX
NASDAQ- -
USD
- -
- -
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
- Wayne, PA 19087 Wayne PA United States of America 19087
- IPO Date
- Jan 22, 2014
- CIK
- 0001175813
- Website
- conestogacapital.com
- Similar Companies
- Business
- Conestoga SMid Cap Fund (CCSMX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in common stocks of small- and mid-capitalization companies with above-average prospects for growth and profitability. The fund employs a fundamental, bottom-up investment approach, focusing on high-quality businesses characterized by sustainable competitive advantages, strong management teams, and attractive valuations; it maintains a diversified portfolio typically comprising 40 to 70 holdings across sectors such as industrials, technology, consumer discretionary, and financials. Assets under management stand at approximately $7.5 billion as of late 2025, with a minimum initial investment of $2,500 for Class I shares. The fund offers multiple share classes, including Investor Class (CCSMX), Institutional Class (CCASX), and Class Y (CCSYX), each with varying expense ratios ranging from 0.90% to 1.15%; it provides daily liquidity, quarterly distributions if applicable, and is available through broker-dealers, financial advisors, and retirement plans targeting growth-oriented investors, including high-net-worth individuals and institutions. Geographically, the fund invests predominantly in U.S.-based companies, with selective exposure to international firms listed on U.S. exchanges. Launched in 2000 and managed by Conestoga Capital Advisors LLC, headquartered in Bryn Mawr, Pennsylvania, the fund benefits from the firm's specialized expertise in SMid-cap equities since 1986. Recent developments include a portfolio manager transition in early 2025, with Eric M. Green assuming primary responsibility alongside co-managers Robert L. Mitchell and Patrick S. Dugan, aimed at ensuring continuity amid strong historical performance; additionally, the fund reported robust inflows amid market volatility, bolstering AUM growth, and adjusted sector allocations to capitalize on industrial and software sectors amid economic recovery. No major acquisitions, partnerships, or structural changes have been announced in the past 1-2 years.