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Conestoga Small Cap Investors (CCASX) Fund Ranking and Research

Ranking, Research and Recommendation of Conestoga Small Cap Investors (CCASX) Fund

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Graph of Conestoga Small Cap Investors Fund (CCASX) ManagerFund Manager - Robert M. Mitchell

Fund Manager Information

Fund Manager Tenure: 17.2 years
Fund Family: Conestoga Capital Advisors
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)

 

Graph of Conestoga Small Cap Investors Fund (CCASX) ProfileConestoga Small Cap Investors Fund (CCASX) Profile

Fund Profile and Description

Conestoga Small Cap Investors Fund seeks long-term capital growth. Conestoga Small Cap Investors Fund normally invests at least 80% of net assets in equity securities of small-cap companies, including ADRs, convertible securities, foreign and domestic common and preferred stocks, rights and warrants. It doesn't expect investment in foreign securities to exceed 20% of the total assets. Small-cap companies are companies that, at the time of purchase, have market capitalizations of up to $2.5 billion.

 

Conestoga Small Cap Investors (CCASX) Fund Strength What we like about Conestoga Small Cap Investors (CCASX) Fund

Data for Conestoga Small Cap Investors Fund (CCASX) as of May 30, 2016

  • Conestoga Small Cap Investors Fund (CCASX) management has been with Conestoga Small Cap Investors Fund for 17.2 years
  • Conestoga Small Cap Investors Fund (CCASX) has good short-term performance (1-year return 1.55% vs -7.74% Small Growth category median performance)
  • Conestoga Small Cap Investors Fund (CCASX) has good mid-term performance (3-year return 8.34% vs 6.86% Small Growth category median performance)
  • Conestoga Small Cap Investors Fund (CCASX) has good Long-term performance (5-year return 8.55% vs 7.01% Small Growth category median performance)
  • Conestoga Small Cap Investors Fund (CCASX) ratio of up-years vs down years is greater than 2
  • Conestoga Small Cap Investors Fund (CCASX) has a Morningstar rating of 4 and above
  • Asset base in Conestoga Small Cap Investors Fund (CCASX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Conestoga Small Cap Investors Fund (CCASX) has an annual stock turnover rate of 11.66% vs Small Growth average of 63.11%. It is good that Conestoga Small Cap Investors management does not trade extensively for its return.
  • Conestoga Small Cap Investors Fund (CCASX) has a lower expense ratio than its Small Growth average: 1.10% vs 1.31%

Conestoga Small Cap Investors Fund (CCASX) Weakness What we are cautious about Conestoga Small Cap Investors (CCASX) Fund

Data for Conestoga Small Cap Investors Fund (CCASX) as of May 30, 2016

  • Conestoga Small Cap Investors Fund (CCASX) is less safe compared to its Small Growth peers
  • Conestoga Small Cap Investors Fund (CCASX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.59 that is higher than category average of 15.82
  • Even though Conestoga Small Cap Investors Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Conestoga Small Cap Investors Fund (CCASX) performance details as of May 30, 2016

 

What do you think?

 

Compare Conestoga Small Cap Investors Fund (CCASX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Conestoga Small Cap Investors-1.401.558.348.55
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Conestoga Small Cap Investors Fund (CCASX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Conestoga Small Cap Investors Fund (CCASX) Net Asset TrackingConestoga Small Cap Investors (CCASX) Fund Net Asset

Track net asset change of Conestoga Small Cap Investors fund (CCASX)

DateNet Asset
05/2016$706.03M
03/2016$683.81M
02/2016$618.69M
More historic net asset information on Conestoga Small Cap Investors Fund (CCASX)

  

Graph of Conestoga Small Cap Investors Fund (CCASX) Portfolio TrackingConestoga Small Cap Investors (CCASX) Fund Portfolio Allocation

Track portfolio allocation change of Conestoga Small Cap Investors fund (CCASX)

DateCashStockBondOther
05/20165.61%94.39%0%0%
02/20165.5%94.5%0%0%
01/20165.8%94.2%0%0%
Click here to see more historic asset allocation information on Conestoga Small Cap Investors Fund (CCASX)

 

graph of Conestoga Small Cap Investors Fund (CCASX) Top 10 Position TrackingTop 10 Holdings in Conestoga Small Cap Investors (CCASX) Fund

Discover what Conestoga Small Cap Investors Fund (CCASX) manager is buying

May 30, 2016
Omnicell, Inc. [3.64%]
Blackbaud, Inc. [3.06%]
Cantel Medical Corp. Common Sto [3.06%]
Vascular Solutions, Inc. [3.05%]
SPS Commerce, Inc. [3%]
Neogen Corporation [2.91%]
Mesa Laboratories, Inc. [2.91%]
AAON, Inc. [2.89%]
Ligand Pharmaceuticals Incorpor [2.86%]
Dorman Products, Inc. [2.83%]

Feb 28, 2016
Stamps.com Inc. [4.25%]
Bottomline Technologies, Inc. [3.49%]
Omnicell, Inc. [3.44%]
AAON, Inc. [3.32%]
Cantel Medical Corp. Common Sto [3.26%]
Neogen Corporation [3.26%]
Blackbaud, Inc. [2.99%]
Mesa Laboratories, Inc. [2.94%]
Dorman Products, Inc. [2.9%]
Proto Labs, Inc. Common stock [2.89%]

Jan 30, 2016
Stamps.com Inc. [4.09%]
Bottomline Technologies, Inc. [3.49%]
Omnicell, Inc. [3.44%]
SPS Commerce, Inc. [3.39%]
Neogen Corporation [3.37%]
Mesa Laboratories, Inc. [3.21%]
Blackbaud, Inc. [3.17%]
Tyler Technologies, Inc. Common [3.11%]
Cantel Medical Corp. Common Sto [2.98%]
AAON, Inc. [2.82%]
Click here for Stock Holding Change Map in Conestoga Small Cap Investors Fund (CCASX)

  

Latest News on Conestoga Small Cap Investors (CCASX) Fund

See what is happening with Conestoga Small Cap Investors Fund (CCASX)

 

Conestoga Small Cap Investors Fund (CCASX) Related ResourcesSee more information on Conestoga Small Cap Investors (CCASX) Fund

Popular pages on Conestoga Small Cap Investors (CCASX) Fund

  

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