CCALX Mutual Fund

CCALX Mutual Fund (Conestoga Small Cap Fund Institutional Class) is managed by Conestoga Funds with $1.48B in net assets. CCALX expense ratio is 0.90%, holding 45 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2014-08-13.

CCALX performance shows a YTD return of 3.21%. The 1-year return is 0.67% and the 5-year return is -1.29%. CCALX dividend yield stands at 5.26%, paid annually.

CCALX top holdings include Lemaitre Vascular Inc (4.6%), Rbc Bearings Inc (4.6%), Casella Waste Systems, Inc., Class A (4.5%), Balchem Corp (4.3%), Esco Technologies Inc (4.3%). Go to all CCALX holdings, CCALX sectors, or CCALX dividends.

CCALX can be compared against other funds. Use CCALX overlap to find shared positions, or CCALX vs another fund for a side-by-side view. CCALX alternatives are available via the screener, along with tax-loss harvesting opportunities.