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Mutual Funds

CONESTOGA IN THE NEWS!

CONESTOGA IN THE NEWS!

Co-Portfolio Managers Bob Mitchell and Derek Johnston were featured on the Animal Spirits – Talk Your Book podcast in February.  Bob and Derek reviewed their investment philosophy and approach for managing the Conestoga SMid Cap Fund (Tickers: CCSMX / CCGSX).  Animal Spirits is a weekly podcast about markets and investing hosted by Michael Batnick and Ben Carlson of Ritholtz Wealth Management. You can listen to the podcast at your convenience by clicking the link below:

Talk Your Book Podcast - Conestoga SMid Cap

Disclosure Information: Current and future portfolio holdings are subject to risk. The Top Ten Holdings by portfolio percent weight in the Conestoga SMid Cap Fund as of March 31, 2020 are as follows: 1. Rollins, Inc. (3.46%);  2. Jack Henry & Associates, Inc. (3.45%);  3. Repligen Corporation (3.22%); 4. Mercury Systems, Inc. (3.19%);  5. Pool Corporation (3.14%);  6. West Pharmaceutical Services, Inc. (3.08%);  7. Bright Horizons Family Solutions, Inc. (3.07%);  8. Omnicell, Inc. (2.84%); 9. Tyler Technologies, Inc. (2.79%); and, 10. Exponent, Inc. (2.63%).

Conestoga Funds Distributions:  

  • At this time, the Conestoga Small Cap Fund (Institutional Class (CCALX) and Investors Class (CCASX)) and the Conestoga SMid Cap Fund (Institutional Class (CCSGX) and Investors Class (CCSMX)) are not expecting to pay a capital gains distribution in 2020.  


Conestoga Small Cap Fund Investors Share Class (CCASX) - Soft Close 

  • Effective July 1, 2018, through at least January 31, 2021, shares of the Fund are generally not available to new accounts through financial intermediaries without existing client relationships with the Fund or the Adviser. As of that effective date, shares continue to be available for purchase by existing and new investors purchasing through financial intermediaries with existing client relationships with the Fund or the Adviser. Effective July 1, 2018, shareholders of the Conestoga SMid Cap Fund (the “SMid Cap Fund”) will generally no longer be able to exchange their SMid Cap Fund shares for shares of the Fund; however, shareholders of the Fund may continue to exchange their shares of the Fund for shares of the SMid Cap Fund. Contact Conestoga Funds or your financial advisor for more information about investing in the Fund. 


Fund Direct Account Access

  • To open a new Conestoga Fund Account or to view an Existing Fund Direct Account, please access the secure site above.  Please contact a member of our Shareholder Services department at 1-800-494-2755 with any questions. Representatives are available Monday through Friday, 8:00am - 6:00pm EST.