CONESTOGA SMID CAP FUND - Conestoga Funds
Shareclass
CONESTOGA SMID CAP FUND Investors Class (CCSMX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund CONESTOGA SMID CAP FUND - Conestoga Funds
FUND COVERAGE
# of holdings39
% of assets95%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
19 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 30
Gender Equality: Policies Promoting Gender Equality
15 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Workiva Inc1.26%$7.32M
- 2. Novanta Inc2.18%$12.68M
- 3. Tyler Technologies Inc3%$17.48M
- 4. Watsco Inc2.39%$13.9M
- 5. Merit Medical Systems Inc2.96%$17.23M
- 6. Balchem Corp2.79%$16.25M
- 7. Q2 Holdings Inc2.45%$14.31M
- 8. AAON Inc1.28%$7.46M
- 9. JBT Marel Corp1.72%$10.01M
- 10. Pool Corp2.04%$11.9M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Construction Partners Inc3.8%$22.17M
- 2. RBC Bearings Inc4.51%$26.3M
- 3. HEICO Corp2.94%$17.17M
- 4. nCino Inc1.08%$6.28M
- 5. Clearwater Analytics Holdings Inc2.25%$13.1M
- 6. Exponent Inc2.56%$14.94M
- 7. CSW Industrials Inc3.1%$18.09M
- 8. Rollins Inc4.06%$23.66M
- 9. SiteOne Landscape Supply Inc1.88%$10.96M
- 10. FirstService Corp3.38%$19.69M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund CONESTOGA SMID CAP FUND - Conestoga Funds
Totals
Holdings
Assets
Weight
Prisons
0.0
$0
0%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
0.0
$0
0%
Borders high risk
0.0
$0
0%
Total
0.0
$0
0%
Holdings — 0 flagged holdings
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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