CCSGX – Conestoga SMid Cap Institutional Investment Strategy | Morningstar

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Strategy

The investment seeks to provide long-term growth of capital. The fund invests at least 80% of its net assets in equity securities of small-to-mid ("smid") capitalization companies. Equity securities include American depositary receipts ("ADRs"), convertible securities, foreign and domestic common and preferred stocks, rights and warrants.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CCSMX	Conestoga SMid Cap Fund Investors Class	No Load	Open			Jan 21, 2014	$21.79M	1.100%	Above Average	$2,500	−$7.50M
CCSGX	Conestoga SMid Cap Fund Institutional Class	Institutional	Open			Dec 15, 2014	$338.60M	0.850%	Average	$250,000	−$176.85M

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