Conestoga SMid Cap Fund (CCSMX) 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 CCSMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CCSMX
CCSMX charges 1.10% annually. There are 116 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | CCSMX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | CCSMX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | CCSMX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | CCSMX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | CCSMX vs VMFGX |
Best Risk-Adjusted Alternatives to CCSMX
CCSMX has a PortfoliosLab risk / return rank of 1. There are 157 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 86 | 31.20B | Aug 1995 | CCSMX vs VHCOX | |
| Needham Growth Fund | 78 | — | Jan 1996 | CCSMX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 78 | — | Oct 2000 | CCSMX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 77 | — | Nov 2004 | CCSMX vs POAGX | |
| Needham Growth Fund Institutional Class | 76 | — | Dec 2016 | CCSMX vs NEEIX |
Top Performing CCSMX Alternatives (YTD)
CCSMX is at -6.15% YTD. There are 156 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 44.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 44.89% | — | Dec 2016 | CCSMX vs NEEIX | |
| Needham Growth Fund | 44.58% | — | Jan 1996 | CCSMX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 37.54% | — | May 2007 | CCSMX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 28.73% | — | Oct 2000 | CCSMX vs TAAGX | |
| Kinetics Paradigm Fund | 25.77% | — | Dec 1999 | CCSMX vs WWNPX |
Lowest Volatility Alternatives to CCSMX
CCSMX has 16.90% 1-year volatility. There are 44 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.68%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.68% | — | May 2021 | CCSMX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.31% | — | May 2010 | CCSMX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.69% | — | Dec 1996 | CCSMX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.49% | — | Mar 1950 | CCSMX vs VLIFX | |
| Sparrow Growth Fund | 13.52% | — | Oct 1998 | CCSMX vs SGFFX |
Lowest Drawdown Alternatives to CCSMX
CCSMX has a 1-year max drawdown of -18.40%. There are 135 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | CCSMX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | CCSMX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | CCSMX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | CCSMX vs SECUX | |
| Timothy Plan Aggressive Growth Fund | -9.37% | — | Oct 2000 | CCSMX vs TAAGX |
Other Mutual Funds from Conestoga Capital Advisors
The 3 most viewed Conestoga Capital Advisors mutual funds shown here include CCASX, CMCMX, CCALX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Conestoga Small Cap | Small Cap Growth Equities | 4 | 3.85% | — | Oct 2002 | CCSMX vs CCASX | |
| Conestoga Micro Cap Fund | Small Cap Growth Equities | 21 | 12.51% | — | Dec 2021 | CCSMX vs CMCMX | |
| Conestoga Small Cap Fund Institutional Class | Small Cap Growth Equities | 4 | 3.97% | — | Aug 2014 | CCSMX vs CCALX |
Often Compared With CCSMX
Investors most often compare CCSMX with FAMVX, CTIGX, BARIX. These 17 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare CCSMX with Any Fund or Stock
Compare CCSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CCSMX with funds that move differently
Conestoga SMid Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CCSMX.
Explore CCSMX Diversifiers