CONESTOGA SMID CAP FUND - Conestoga Funds
Shareclass
CONESTOGA SMID CAP FUND Investors Class (CCSMX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
38
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 887 out of 1,038 funds
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Groups
Gender balance in leadership and workforce
19/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
15/20
Commitment, transparency, and accountability
0/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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 SMID CAP FUND - Conestoga Funds CCSMX
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 Inc1.26% of assets$7.32M invested
- 2. Novanta Inc2.18% of assets$12.68M invested
- 3. Tyler Technologies Inc3% of assets$17.48M invested
- 4. Watsco Inc2.39% of assets$13.9M invested
- 5. Merit Medical Systems Inc2.96% of assets$17.23M invested
- 6. Balchem Corp2.79% of assets$16.25M invested
- 7. Q2 Holdings Inc2.45% of assets$14.31M invested
- 8. AAON Inc1.28% of assets$7.46M invested
- 9. JBT Marel Corp1.72% of assets$10.01M invested
- 10. Pool Corp2.04% of assets$11.9M 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. EVI Industries Inc1.72% of assets$10.05M invested
- 2. Construction Partners Inc3.8% of assets$22.17M invested
- 3. RBC Bearings Inc4.51% of assets$26.3M invested
- 4. HEICO Corp2.94% of assets$17.17M invested
- 5. nCino Inc1.08% of assets$6.28M invested
- 6. Clearwater Analytics Holdings Inc2.25% of assets$13.1M invested
- 7. Exponent Inc2.56% of assets$14.94M invested
- 8. CSW Industrials Inc3.1% of assets$18.09M invested
- 9. Rollins Inc4.06% of assets$23.66M invested
- 10. SiteOne Landscape Supply Inc1.88% of assets$10.96M invested
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