Conestoga Small Cap Fund Quote
| CCASX Fund | USD 83.82 0.99 1.17% |
Performance11 of 100
| Odds Of DistressLess than 20
|
Conestoga Small is trading at 83.82 as of the 27th of November 2024; that is 1.17 percent down since the beginning of the trading day. The fund's open price was 84.81. Conestoga Small has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat good performance during the last 90 days. Equity ratings for Conestoga Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of December 2022 and ending today, the 27th of November 2024. Click here to learn more.
Under normal market circumstances, the fund invests at least 80 percent of its net assets in equity securities of small-cap companies. Equity securities include American depositary receipts , convertible securities, foreign and domestic common and preferred stocks, rights and warrants.. More on Conestoga Small Cap
Moving together with Conestoga Mutual Fund
Conestoga Mutual Fund Highlights
| Fund Concentration | Conestoga Capital Advisors Funds, Large Funds, Small Growth Funds, Small Growth, Conestoga Capital Advisors, Large, Small Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Conestoga Small Cap [CCASX] is traded in USA and was established 27th of November 2024. Conestoga Small is listed under Conestoga Capital Advisors category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Conestoga Capital Advisors family. This fund currently has accumulated 3.68 B in assets under management (AUM) with minimum initial investment of 2.5 K. Conestoga Small Cap is currently producing year-to-date (YTD) return of 16.85%, while the total return for the last 3 years was -0.31%.
Check Conestoga Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Conestoga Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Conestoga Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Conestoga Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Conestoga Small Cap Mutual Fund Constituents
| BLKB | Blackbaud | Stock | Information Technology | |
| BL | Blackline | Stock | Information Technology | |
| TREX | Trex Company | Stock | Industrials | |
| SSD | Simpson Manufacturing | Stock | Industrials | |
| SPSC | SPS Commerce | Stock | Information Technology | |
| SITE | SiteOne Landscape Supply | Stock | Industrials | |
| ROG | Rogers | Stock | Information Technology | |
| RGEN | Repligen | Stock | Health Care |
Conestoga Small Cap Risk Profiles
| Mean Deviation | 0.9092 | |||
| Semi Deviation | 1.01 | |||
| Standard Deviation | 1.27 | |||
| Variance | 1.6 |
Conestoga Small Against Markets
Other Information on Investing in Conestoga Mutual Fund
Conestoga Small financial ratios help investors to determine whether Conestoga Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Conestoga with respect to the benefits of owning Conestoga Small security.
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