CCSMX – Fund Analysis – Conestoga SMid Cap Investors | Morningstar

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Will CCSMX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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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.

Disappointing results, reassuring fundamentals.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Conestoga SMid Cap's team argues that markets haven't rewarded its holdings' strong fundamentals. The same might be said of the strategy itself.

by Tony Thomas

Rated on Aug 4, 2026 Published on Aug 4, 2026

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