Conestoga Funds List | Morningstar

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Conestoga Funds List

Share Class Type

1 to 8 of 8 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Morningstar Sustainability Rating	Total Return YTD	Total Return Rank in Category YTD	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
Conestoga Small Cap Investors	CCASX	Small Growth			0.07%	92	1.100%	Average	No Load	$2,500
Conestoga SMid Cap Investors	CCSMX	Mid-Cap Growth			1.94%	89	1.100%	Above Average	No Load	$2,500
Conestoga Small Cap Institutional	CCALX	Small Growth			1.55%	92	0.900%	Below Average	Institutional	$250,000
Conestoga SMid Cap Institutional	CCSGX	Mid-Cap Growth			2.87%	88	0.850%	Average	Institutional	$250,000
Conestoga Discovery Institutional	CMIRX	Small Growth	—		2.68%	84	1.250%	High	Institutional	$250,000
Conestoga Discovery Investors	CMCMX	Small Growth	—		2.83%	85	1.500%	High	No Load	$2,500
Conestoga Mid Cap Institutional	CCMAX	Mid-Cap Growth	—		5.13%	74	0.800%	Below Average	Institutional	$250,000
Conestoga Mid Cap Investors	CCMMX	Mid-Cap Growth	—		5.05%	75	1.050%	Average	No Load	$2,500

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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