CCSGX Mutual Fund

CCSGX Mutual Fund (Conestoga SMid Cap Fund Institutional Class) is managed by Conestoga Funds with $401.9M in net assets. CCSGX expense ratio is 0.85%, holding 43 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2014-12-15.

CCSGX performance shows a YTD return of -6.74%. The 1-year return is -10.78% and the 5-year return is -2.72%. CCSGX dividend yield stands at 2.28%, paid annually.

CCSGX top holdings include Rbc Bearings Inc (5.0%), Casella Waste Systems, Inc., Class A (4.6%), Rollins Inc. (4.2%), Balchem Corp (4.2%), Firstservice Corp. (4.0%). Go to all CCSGX holdings, CCSGX sectors, or CCSGX dividends.

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