A Good Small-Cap Fund Option
Silver-rated Conestoga Small Cap's tenured team, distinguished process, and below-average fees are a strong combination.
Susan Wasserman: Conestoga Small Cap has held up well in what's been a tough period for small-growth stocks.
Robert Mitchell and Joseph Monahan lead this fund and receive research support from three analysts. The team's process focuses on finding companies with strong franchises that they believe will double in value over the next three to five years. A distinguishing aspect of the approach is that the team favors companies where management has at least 10% of ownership, reflecting that management's interests are aligned with shareholders'.
Susan Wasserman does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.