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Morningstar

Conestoga SMid Cap Investors CCSMX

Morningstar Analyst Rating
Analyst rating as of | See Conestoga Investment Hub
  • NAV / 1-Day Return 20.90  /  1.18 %
  • Total Assets 375.8 Mil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 15%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis CCSMX

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

People Pillar

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

Built squarely on this firm’s strengths.

Associate Director

Summary

| by Tony Thomas

Conestoga SMid Cap’s strong investment team and grounding in a proven approach earn it a Morningstar Analyst Rating of Silver or Bronze, depending on share class fees.

Unlock our full analysis with Morningstar Investor