Conestoga Mid Cap Fund
Shareclass
Conestoga Mid Cap Institutional (CCMAX)
Type
Open-end mutual fund
Manager
Gender equality score
44
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,880 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
23/40
Equal compensation and work life balance
5/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Conestoga Mid Cap Fund CCMAX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Xylem Inc1.92% of assets$60,159 invested
- 2. Verisk Analytics Inc4.9% of assets$153,780 invested
- 3. Tyler Technologies Inc4.8% of assets$150,410 invested
- 4. Ansys Inc1.03% of assets$32,246 invested
- 5. FactSet Research Systems Inc1.97% of assets$61,673 invested
- 6. Gartner Inc4.33% of assets$135,708 invested
- 7. Procore Technologies Inc1.49% of assets$46,702 invested
- 8. Watsco Inc Ordinary Shares2.82% of assets$88,539 invested
- 9. West Pharmaceutical Services Inc3.54% of assets$111,004 invested
- 10. Tractor Supply Co2.69% of assets$84,258 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Heico Corp Class A4.86% of assets$152,264 invested
- 2. Rollins Inc5.04% of assets$158,152 invested
- 3. Old Dominion Freight Line Inc Ordinary Shares1.3% of assets$40,649 invested
- 4. Waste Connections Inc4.72% of assets$147,935 invested
- 5. Exponent Inc1.84% of assets$57,752 invested
- 6. Align Technology Inc0.98% of assets$30,675 invested
- 7. Fortinet Inc4.1% of assets$128,622 invested
- 8. Graco Inc2.95% of assets$92,587 invested
- 9. Bright Horizons Family Solutions Inc2.74% of assets$85,820 invested
- 10. Paylocity Holding Corp1.01% of assets$31,650 invested
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Financial performance
Performance data provided by
Find more financial data on CCMAX at Morningstar.com
Find more financial data on CCMAX at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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