Conestoga SMid Cap Fund (CCSMX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.13: the stock has moved about 13% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerConestoga SMid Cap Fund (CCSMX) trades at $21.03. Conestoga SMid Cap Fund (CCSMX) focuses on investing in equity securities of small-to-mid capitalization companies. Sector: Financials.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for CCSMX: CCSMX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Conestoga SMid Cap Fund (CCSMX) Financial Services Profile
Conestoga SMid Cap Fund (CCSMX) is an asset management fund focused on small-to-mid capitalization companies, utilizing a diverse range of equity securities including ADRs and convertible securities. With a market cap of $0.56 billion and a beta of 1.13, the fund operates within the competitive asset management sector, offering investors exposure to SMID-cap equities.
What Is the Investment Thesis for CCSMX?
Conestoga SMid Cap Fund (CCSMX), with a market capitalization of $0.56 billion and a beta of 1.13, presents an investment opportunity for those seeking exposure to the SMID-cap equity market. The fund's strategy of investing at least 80% of its assets in SMID-cap companies, including ADRs and convertible securities, allows it to tap into potential growth areas often overlooked by larger funds. Key value drivers include the fund's active management approach and diversified holdings. A potential catalyst is the increasing investor interest in SMID-cap stocks due to their growth potential relative to large-cap stocks. However, potential risks include market volatility and the fund's performance being closely tied to the overall performance of the SMID-cap segment.
Based on FMP financials and quantitative analysis
CCSMX Key Highlights
The fund invests at least 80% of its net assets in equity securities of small-to-mid capitalization companies, providing focused exposure to this market segment.
- CCSMX's investment strategy includes American depositary receipts (ADRs), convertible securities, and foreign and domestic common and preferred stocks, offering diversification within the SMID-cap space.
- The fund has a market capitalization of $0.56 billion, placing it firmly within the SMID-cap category.
- CCSMX has a beta of 1.13, indicating that it is slightly more volatile than the overall market.
- CCSMX does not offer a dividend, making it suitable for investors focused on capital appreciation rather than income.
Who Are CCSMX's Competitors?
CCSMX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| GMLGX GuideMark Large Cap Core Fund | $35.55 | +0.56% | $621M | — |
| JRSIX Janus Henderson Adaptive Risk Managed U.S. Equity Fund | $13.19 | +0.69% | $637M | — |
| LACFX Lord Abbett Convertible Fund | $19.04 | +0.11% | $706M | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $111.64 | -0.09% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
| BAM Brookfield Asset Management | $44.73 | -0.27% | $71.4B | 57 5-pillar |
| AMP Ameriprise Financial, Inc. | $494.94 | +0.82% | $44.4B | 77 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CCSMX's Key Strengths?
Focused investment strategy on SMID-cap companies.
- Diversified holdings across various equity securities.
- Experienced portfolio management team.
- Potential for higher growth compared to large-cap funds.
What Are CCSMX's Weaknesses?
Higher volatility compared to large-cap funds.
- Performance is closely tied to the SMID-cap market.
- No dividend payout, which may deter income-seeking investors.
- Smaller market capitalization compared to larger asset management firms.
What Are the Key Risks for CCSMX?
Market volatility and economic downturns negatively impacting SMID-cap valuations.
- Increased competition from other asset management firms offering similar strategies.
- Changes in interest rates and regulatory policies affecting the asset management industry.
- Risk of underperformance compared to benchmark indices due to active management decisions.
What Are CCSMX's Competitive Advantages?
- Established track record in SMID-cap investing.
- Experienced portfolio management team.
- Diversified investment approach across various equity securities.
What Does CCSMX Do?
Conestoga SMid Cap Fund (CCSMX) is an actively managed fund that primarily invests in the equity securities of small-to-mid capitalization (SMID) companies. The fund's investment strategy involves allocating at least 80% of its net assets into this segment of the market. The fund's definition of equity securities is broad, encompassing American Depositary Receipts (ADRs), convertible securities, and both foreign and domestic common and preferred stocks, as well as rights and warrants. This diversified approach allows the fund to tap into various opportunities within the SMID-cap space, both domestically and internationally. The fund's objective is to provide long-term capital appreciation by strategically investing in companies that exhibit strong growth potential and sound financial fundamentals. CCSMX operates within the asset management industry, catering to investors seeking exposure to the SMID-cap segment, which often presents unique growth opportunities compared to larger, more established companies. The fund's investment decisions are guided by a team of experienced portfolio managers who conduct in-depth research and analysis to identify promising investment opportunities. CCSMX aims to deliver competitive returns while carefully managing risk through diversification and active portfolio management.
What Products and Services Does CCSMX Offer?
- Invests in equity securities of small-to-mid capitalization companies.
- Allocates at least 80% of net assets to SMID-cap companies.
- Includes American depositary receipts (ADRs) in its investment portfolio.
- Invests in convertible securities.
- Holds both foreign and domestic common and preferred stocks.
- May invest in rights and warrants.
How Does CCSMX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Aims to provide long-term capital appreciation for investors.
- Utilizes active portfolio management to identify and capitalize on investment opportunities.
What Industry Does CCSMX Operate In?
Conestoga SMid Cap Fund (CCSMX) operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The fund focuses on the SMID-cap segment, which offers potential for higher growth compared to large-cap stocks but also comes with increased volatility. The asset management industry is influenced by factors such as interest rates, economic growth, and investor sentiment. CCSMX competes with other asset management firms, such as GMLGX, JRSIX, JRSNX, JRSSX, and LACFX, that offer similar SMID-cap investment strategies. The fund's performance is closely tied to the overall performance of the SMID-cap market and its ability to identify and capitalize on promising investment opportunities.
Who Are CCSMX's Key Customers?
- Individual investors seeking exposure to SMID-cap equities.
- Institutional investors looking for diversified investment strategies.
- Financial advisors seeking investment options for their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 46 |
| 2026-08-31 | 46 |
| 2026-09-08 | 46 |
| 2026-09-16 | 46 |
| 2026-09-24 | 46 |
| 2026-10-04 | 46 |
| 2026-10-05 | 46 |
What changed?
The score has stayed at 46.
Over the same 30 days the stock moved -4.0%.
CCSMX Financials
Bull Case vs Bear Case
Bull Case
- Focused investment strategy on SMID-cap companies.
- Diversified holdings across various equity securities.
- Experienced portfolio management team.
- Potential for higher growth compared to large-cap funds.
Bear Case
- Higher volatility compared to large-cap funds.
- Performance is closely tied to the SMID-cap market.
- No dividend payout, which may deter income-seeking investors.
- Smaller market capitalization compared to larger asset management firms.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
CCSMX Latest News
No recent news available for CCSMX.
CCSMX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for CCSMX.
Price Targets
Wall Street price target analysis for CCSMX.
CCSMX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for CCSMX; grades run from A+ (80-100) to F (below 30).
CCSMX Financials Stock FAQ
What are the main risks for CCSMX?
The main risks for Conestoga SMid Cap Fund (CCSMX) include market volatility, particularly within the SMID-cap segment, which can lead to fluctuations in the fund's net asset value (NAV). Changes in interest rates and regulatory policies can also impact the fund's performance.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data is based on available information and may be subject to change.