Conestoga Small Cap's proficient investment team, principled approach, strong long-term track record, and competitive fees earn both share classes a Morningstar Analyst Rating of Silver. The strategy is mostly closed to new investors.
Will CCASX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of CCASX’s parent organization’s priorities and whether they’re in line with investors’ interests.