Conestoga SMid Cap Fund
Shareclass
Conestoga SMid Cap Institutional (CCSGX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Conestoga SMid Cap Fund
FUND COVERAGE
# of holdings40
% 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 Inc Class A1.3%$8.4M
- 2. Novanta Inc1.92%$12.41M
- 3. Tyler Technologies Inc3.36%$21.68M
- 4. Watsco Inc Ordinary Shares2.68%$17.27M
- 5. Merit Medical Systems Inc2.92%$18.86M
- 6. Balchem Corp2.66%$17.18M
- 7. Q2 Holdings Inc2.42%$15.61M
- 8. Trex Co Inc2.06%$13.31M
- 9. JBT Marel Corp1.67%$10.78M
- 10. Generac Holdings Inc1.4%$9.05M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Construction Partners Inc Class A3.8%$24.49M
- 2. RBC Bearings Inc4.02%$25.95M
- 3. Heico Corp Class A3.75%$24.22M
- 4. Ncino Inc Ordinary Shares0.79%$5.11M
- 5. Clearwater Analytics Holdings Inc Class A1.74%$11.22M
- 6. Exponent Inc2.59%$16.7M
- 7. CSW Industrials Inc2.34%$15.11M
- 8. Rollins Inc3.86%$24.91M
- 9. SiteOne Landscape Supply Inc2.06%$13.3M
- 10. FirstService Corp Ordinary Shares3.95%$25.47M
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
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
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 CCSGX
Environment
Social
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