A proven and growing investment team, a sensible process, and a solid track record earn each of Conestoga Small Cap's share classes a Morningstar Analyst Rating of Silver. The strategy is mostly closed to new investors.
Conestoga Small Cap Investors CCASX
NAV / 1-Day Return
80.14
/
1.21
%
Total Assets
4.1 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.100%
Expense Ratio
1.100%
Fee Level
Average
Longest Manager Tenure
18.71
years
Category
Small Growth
Investment Style
Small GrowthMin. Initial Investment
2,500
Status
Limited
TTM Yield
0.00%
Turnover
22%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will CCASX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CCASX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CCASX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of CCASX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Making the right moves.
