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Conestoga Smid Cap Fund Investors Class: (MF: CCSMX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 05:02 PM ET

$23.15 USD

-0.06 (-0.26%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.04 70
3 months -0.99 69
6 months -4.18 94
1 Year -8.62 98
3 Year 5.90 94
5 Year 1.62 94
10 Year 11.49 68

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jan 31, 2026

1 Year -5.94
5 Year 1.21
10 Year 10.40
Since Inception 8.26

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -6.01 4.36 -1.11 -3.03
2024 4.18 -5.25 12.93 -0.92
2023 9.71 8.50 -6.47 12.96
2022 -13.54 -18.50 -4.40 4.71
2021 2.02 7.26 3.50 1.75

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.04-5.9410.4425.77-29.4615.2628.4433.44-0.0734.1010.34
% Total Return Rel to Index 0.00-24.16-14.58-0.47-11.26-13.4210.041.954.3112.31-1.58
% Total Return Rel to Peer 0.00-18.65-8.952.77-9.76-6.798.525.016.7813.422.52
% Perf Quintile vs Peer* 0.000.000.002.004.005.002.002.001.001.002.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield NA0.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.510.000.000.000.000.000.230.140.040.00
Expense Ratio 0.001.101.101.101.101.101.101.101.101.201.10

* 1 = Top 20%, 5 = Bottom 20%