CMCMX – Conestoga Discovery Investors Investment Strategy | Morningstar

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Strategy

The investment seeks to provide long-term growth of capital. Under normal market circumstances, the fund invests at least 80% of its net assets in equity securities of micro-capitalization companies. Equity securities include common and preferred stocks, both domestic and foreign, convertible securities, rights, warrants and American depositary receipts (“ADRs”). The fund may invest in securities of any market sector and may, from time to time, hold a significant amount of securities of companies within a single sector.

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
CMCMX	Conestoga Discovery Fund Investors Class	No Load	Open			Dec 17, 2021	$2.47M	1.500%	High	$2,500	−$112,019.39
CMIRX	Conestoga Discovery Fund Institutional Class	Institutional	Open			Dec 17, 2021	$3.16M	1.250%	High	$250,000	−$130,666.04

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