Conestoga Discovery Fund Investors Class CMCMX

Morningstar Medalist Rating
  • NAV / 1-Day Return$11.13  /  +0.27%
  • Fund Size$5.8M
  • Adjusted Expense Ratio1.500%
  • Net Expense Ratio1.500%
  • Fee Level: DistributionHigh
  • Share Class TypeNo Load
  • Morningstar CategorySmall Growth
  • Equity Style Box (Funds)Small Growth
  • Minimum Initial Investment$2,500
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio31%

Morningstar’s Analysis CMCMX

Will CMCMX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Conestoga Discovery Investors holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings CMCMX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings43.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Twist Bioscience Corp

5.24297,590
Healthcare

BioLife Solutions Inc

4.63262,976
Healthcare

Alpha Teknova Inc

4.59260,556
Healthcare

CryoPort Inc

4.52256,807
Industrials

Digi International Inc

4.32245,079
Technology

Transcat Inc

4.28242,713
Industrials

Palomar Holdings Inc

4.12233,758
Financial Services

Mama's Creations Inc Common Stock

3.89220,548
Consumer Defensive

Climb Global Solutions Inc

3.79214,916
Technology

Construction Partners Inc Class A

3.61205,088
Industrials

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