CCSMX Mutual Fund

CCSMX Mutual Fund (Conestoga SMid Cap Fund Investors Class) is managed by Conestoga Funds with $24.4M in net assets. CCSMX expense ratio is 1.10%, holding 43 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2014-01-21.

CCSMX performance shows a YTD return of -6.89%. The 1-year return is -11.04% and the 5-year return is -2.97%. CCSMX dividend yield stands at 2.35%, paid annually.

CCSMX 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 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.