Conestoga Mid Cap Fund (CCMMX) Alternatives
Conestoga Mid Cap Fund (CCMMX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CCMMX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CCMMX
CCMMX charges 1.05% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among CCMMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | CCMMX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | CCMMX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | CCMMX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | CCMMX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | CCMMX vs VMGMX |
Best Risk-Adjusted Alternatives to CCMMX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | CCMMX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | CCMMX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | CCMMX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | CCMMX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | CCMMX vs BFGIX |
Top Performing CCMMX Alternatives (YTD)
CCMMX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | CCMMX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | CCMMX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | CCMMX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | CCMMX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | CCMMX vs NEEGX |
Lowest Volatility Alternatives to CCMMX
CCMMX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | CCMMX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | CCMMX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | CCMMX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | CCMMX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | CCMMX vs VSNGX |
Lowest Drawdown Alternatives to CCMMX
CCMMX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | CCMMX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | CCMMX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | CCMMX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | CCMMX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | CCMMX vs VLEQX |
Other Mutual Funds from Conestoga Capital Advisors
Most popular Conestoga Capital Advisors mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Conestoga Small Cap | Small Cap Growth Equities | 2 | -8.19% | Oct 1, 2002 | CCMMX vs CCASX | |
| Conestoga Micro Cap Fund | Small Cap Growth Equities | 21 | -10.23% | Dec 17, 2021 | CCMMX vs CMCMX | |
| Conestoga SMid Cap Fund | Mid Cap Growth Equities | 1 | -12.22% | Jan 21, 2014 | CCMMX vs CCSMX |
Compare CCMMX with Any Fund or Stock
Compare CCMMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.