CCSMX Mutual Fund

CCSMX Mutual Fund (Conestoga SMid Cap Fund Investors Class) is managed by Conestoga Funds with $21.6M in net assets. CCSMX expense ratio is 1.10%, holding 47 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2014-01-21.

CCSMX performance shows a YTD return of -8.89%. The 1-year return is -10.05% and the 5-year return is -4.22%. CCSMX dividend yield stands at 2.40%, paid annually.

CCSMX top holdings include Repligen Corp (4.3%), Casella Waste Systems, Inc., Class A (4.3%), Balchem Corp (4.3%), Guidewire Software Inc (3.7%), Csw Industrials, Inc. (3.6%). Go to all CCSMX holdings, CCSMX sectors, or CCSMX dividends.

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