Conestoga Small Cap
Shareclass
Conestoga Small Cap Institutional (CCALX)
Type
Open-end mutual fund
Manager
Gender equality score
37
/ 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: 2,495 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
18/40
Equal compensation and work life balance
3/30
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 Small Cap CCALX
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. Workiva Inc Class A1.56% of assets$66.81M invested
- 2. Novanta Inc2.82% of assets$120.74M invested
- 3. UL Solutions Inc Class A common stock0.64% of assets$27.49M invested
- 4. WD-40 Co1.28% of assets$54.87M invested
- 5. AAON Inc3.69% of assets$158.09M invested
- 6. Merit Medical Systems Inc3.39% of assets$144.89M invested
- 7. Balchem Corp2.64% of assets$112.81M invested
- 8. Trex Co Inc1.83% of assets$78.44M invested
- 9. JBT Marel Corp1.76% of assets$75.42M invested
- 10. Q2 Holdings Inc2.37% of assets$101.24M 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. Construction Partners Inc Class A3.79% of assets$162.26M invested
- 2. RBC Bearings Inc3.5% of assets$149.96M invested
- 3. Ncino Inc Ordinary Shares1% of assets$42.95M invested
- 4. Clearwater Analytics Holdings Inc Class A2.66% of assets$113.69M invested
- 5. Helios Technologies Inc1.49% of assets$63.55M invested
- 6. CSW Industrials Inc2.65% of assets$113.59M invested
- 7. Vericel Corp2.02% of assets$86.24M invested
- 8. Exponent Inc3.55% of assets$151.83M invested
- 9. ESCO Technologies Inc2.34% of assets$100.02M invested
- 10. Neogen Corp1.41% of assets$60.17M invested
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Financial performance
Performance data provided by
Find more financial data on CCALX at Morningstar.com
Find more financial data on CCALX at Morningstar.comGender Equality and Returns
Enlarge
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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