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Morningstar

Conestoga Small Cap Investors CCASX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 64.41  /  0.81 %
  • Total Assets 3.3 Bil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Limited
  • TTM Yield 0.00
  • Turnover 24%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis CCASX

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.

Worthy of confidence.

Associate Director

Summary

| by Tony Thomas

Conestoga Small Cap has the resources and approach to succeed in the long term. Its two share classes continue to earn a Morningstar Analyst Rating of Silver. The strategy is closed to most new investors.

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