Conestoga SMid Cap Fund

Frequently Asked Questions About CCSMX

What does CCSMX invest in?

The fund is committed to dedicating at least 80% of its total investable capital (net assets) to equity holdings in companies characterized by their small to medium market values, commonly referred to as "smid-cap" firms. This broad category of equity instruments may encompass various types, such as American Depositary Receipts (ADRs), securities that are convertible into stock, common and preferred shares from both domestic and international markets, and specific options like rights and warrants.

What is the expense ratio of CCSMX?

Conestoga SMid Cap Fund (CCSMX) charges an expense ratio of 1.10%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CCSMX?

Conestoga SMid Cap Fund (CCSMX) manages $495.3M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is CCSMX actively managed or an index fund?

CCSMX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was CCSMX launched?

Conestoga SMid Cap Fund (CCSMX) launched in January 2014 and is managed by the fund issuer.

How has CCSMX performed?

CCSMX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.