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Conestoga Small Cap Institutional Class (CCALX)
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72.47
-0.25
-0.34%
03/11 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 2.88B
Conestoga Small Cap Institutional
72.47
-0.25
-0.34%
- Overview
- Profile
- Historical Data
- Holdings
CCALX Overview
Find basic information about the Conestoga Small Cap Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add CCALX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Last Update:
Rating
1-Year Change - 5.24%
Prev. Close72.72
Risk Rating
TTM Yield0%
ROE10.81%
IssuerConestoga Capital Advisors
Turnover11%
ROA5.97%
Inception Date41864
Total Assets2.88B
Expenses0.90%
Min. Investment250,000
Market Cap4.86B
CategorySmall Growth
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Performance
| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 915 | 1000 | 959 | 1201 | 1243 | 2522 |
| Fund Return | -8.53% | 0.04% | -4.08% | 6.3% | 4.45% | 9.69% |
| Place in category | 482 | 442 | 456 | 429 | 361 | 184 |
| % in Category | 96 | 87 | 92 | 88 | 80 | 50 |
Top Equity Funds by Conestoga Capital Advisors
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Conestoga Small Cap Investors | 487.84M | -8.68 | 6.08 | 9.47 |
Top Funds for Small Growth Category
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Vanguard Explorer Adm | 18.43B | 6.45 | 11.57 | 11.19 | ||
| Vanguard Small Cap Growth Index Adm | 14.69B | 9.00 | 14.05 | 10.19 | ||
| T. Rowe Price QM US Small-Cap Gr Eq | 4.66B | 10.28 | 14.33 | - | ||
| T. Rowe Price Instl Small-Cap Stock | 4.41B | 6.75 | 10.42 | 10.69 | ||
| Vanguard Small Cap Growth Index I | 4.02B | 9.00 | 14.07 | 10.20 |
Top Holdings
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Descartes Systems | CA2499061083 | 4.10 | 119.63 | -3.55% | |
| ESCO Technologies | US2963151046 | 3.93 | 219.71 | -1.08% | |
| Construction Partners | US21044C1071 | 3.85 | 112.02 | -1.55% | |
| Casella | US1474481041 | 3.70 | 89.95 | +1.39% | |
| FirstService | CA33767E2024 | 3.61 | 155.64 | -1.04% |
Technical Summary
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | Strong Sell | Sell | Neutral |
| Technical Indicators | Sell | Sell | Strong Sell |
| Summary | Strong Sell | Sell | Sell |
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