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Morningstar

Conestoga Mid Cap Institutional CCMAX

Morningstar Analyst Rating
Quantitative rating as of | See Conestoga Investment Hub
  • NAV / 1-Day Return 8.36  /  2.08 %
  • Total Assets 2.1 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 18%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 12:04 AM GMT+00:00

Morningstar’s Analysis CCMAX

Will CCMAX 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 CCMAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CCMAX 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 CCMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Conestoga Mid Cap Institutional's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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