Conestoga SMid Cap Fund (CCSMX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CCSMX
CCSMX charges 1.10% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among CCSMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | CCSMX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | CCSMX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | CCSMX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | CCSMX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | CCSMX vs VMGMX |
Best Risk-Adjusted Alternatives to CCSMX
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 | CCSMX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | CCSMX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | CCSMX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | CCSMX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | CCSMX vs BFGIX |
Top Performing CCSMX Alternatives (YTD)
CCSMX 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 | CCSMX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | CCSMX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | CCSMX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | CCSMX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | CCSMX vs NEEGX |
Lowest Volatility Alternatives to CCSMX
CCSMX 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% | — | CCSMX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | CCSMX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | CCSMX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | CCSMX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | CCSMX vs VSNGX |
Lowest Drawdown Alternatives to CCSMX
CCSMX 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 | CCSMX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | CCSMX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | CCSMX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | CCSMX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | CCSMX 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 | CCSMX vs CCASX | |
| Conestoga Micro Cap Fund | Small Cap Growth Equities | 21 | -10.23% | Dec 17, 2021 | CCSMX vs CMCMX | |
| Conestoga Mid Cap Fund | Mid Cap Growth Equities | — | — | Jun 28, 2021 | CCSMX vs CCMMX |
Compare CCSMX with Any Fund or Stock
Compare CCSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.