Morningstar

Conestoga Discovery Fund Investors Class CMCMX

Morningstar Medalist Rating
Medalist Rating as of | See Conestoga Investment Hub
  • NAV / 1-Day Return 10.21  /  −0.87 %
  • Total Assets 5.6M
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 31%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:47 AM GMT+0

Morningstar’s Analysis CMCMX

Will CMCMX outperform in the 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 CMCMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CMCMX 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 CMCMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CMCMX

More CMCMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Twist Bioscience Corp

6.45 342,374
Healthcare

Electrovaya Inc

5.62 298,446
Industrials

Digi International Inc

4.81 255,176
Technology

Mama's Creations Inc Common Stock

4.64 246,330
Consumer Defensive

Transcat Inc

4.61 244,685
Industrials

CryoPort Inc

4.54 240,826
Industrials

Vericel Corp

4.27 226,444
Healthcare

BioLife Solutions Inc

4.18 222,012
Healthcare

Palomar Holdings Inc

4.07 215,793
Financial Services

The Vita Coco Co Inc

4.03 213,745
Consumer Defensive

Sponsor Center