Conestoga Capital Advisors Mutual Funds List
Here you can find all mutual funds issued by Conestoga Capital Advisors and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 4
- Avg. Expense Ratio
- 1.15%
- Avg. 1 Year Return
- 3.01%
- Avg. 5 Year Return
- -1.16%
- Median Risk/Return Score
- 4 / 100
Conestoga Capital Advisors Mutual Funds List
4 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Conestoga Small Cap Fund Institutional Class | Small Cap Growth Equities | Aug 14, 2014 | 0.90% | 3.66% | 9.74% | 5.24% | 4 | ||||||||
| Conestoga Small Cap | Small Cap Growth Equities | Oct 1, 2002 | 1.10% | 3.54% | 9.52% | 5.39% | 4 | ||||||||
| Conestoga SMid Cap Fund | Mid Cap Growth Equities | Jan 21, 2014 | 1.10% | -8.61% | 9.57% | 2.39% | 1 | ||||||||
| Conestoga Micro Cap Fund | Small Cap Growth Equities | Dec 17, 2021 | 1.50% | 6.96% | — | 0.97% | 16 |
Explore top Conestoga Capital Advisors Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Conestoga Capital Advisors Mutual funds by Risk/Return Score
The top Conestoga Capital Advisors Mutual funds by PortfoliosLab Risk/Return Score are CMCMX (16) and CCALX (4).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Conestoga Micro Cap Fund | 16 | — | Dec 2021 | |
| Conestoga Small Cap Fund Institutional Class | 4 | — | Aug 2014 | |
| Conestoga Small Cap | 4 | — | Oct 2002 | |
| Conestoga SMid Cap Fund | 1 | — | Jan 2014 |
Best-Performing Conestoga Capital Advisors Mutual funds Over 5 Years
The top Conestoga Capital Advisors Mutual funds is CCALX (-0.52%).
Across the lineup, Conestoga Capital Advisors Mutual funds show an average 1-year return of 3.01% and an average 5-year return of -1.16%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Conestoga Small Cap Fund Institutional Class | -0.52% | — | Aug 2014 | |
| Conestoga Small Cap | -0.72% | — | Oct 2002 | |
| Conestoga SMid Cap Fund | -2.24% | — | Jan 2014 |
Lowest-Cost Conestoga Capital Advisors Mutual funds
The top Conestoga Capital Advisors Mutual funds is CCALX (0.90%).
With an average expense ratio of 1.15%, Conestoga Capital Advisors Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Conestoga Small Cap Fund Institutional Class | 0.90% | — | Aug 2014 | |
| Conestoga SMid Cap Fund | 1.10% | — | Jan 2014 | |
| Conestoga Small Cap | 1.10% | — | Oct 2002 | |
| Conestoga Micro Cap Fund | 1.50% | — | Dec 2021 |
Highest-Yield Conestoga Capital Advisors Mutual funds
The top Conestoga Capital Advisors Mutual funds is CCASX (5.39%).
Across the lineup, Conestoga Capital Advisors Mutual funds show an average dividend yield of 3.50%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Conestoga Small Cap | 5.39% | — | Oct 2002 | |
| Conestoga Small Cap Fund Institutional Class | 5.24% | — | Aug 2014 | |
| Conestoga SMid Cap Fund | 2.39% | — | Jan 2014 | |
| Conestoga Micro Cap Fund | 0.97% | — | Dec 2021 |
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