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Conestoga SMid Cap Investors CCSMX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Conestoga Investment Hub

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.

The appeal of the familiar.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Conestoga SMid Cap takes what Conestoga Capital Advisors does well and applies it to slightly larger companies in a way that makes it an enticing option for long-term investors.

by Tony Thomas
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