Morningstar

Conestoga Discovery Fund Institutional Class CMIRX

Morningstar Medalist Rating
Medalist Rating as of | See Conestoga Investment Hub
  • NAV / 1-Day Return 10.42  /  −0.19 %
  • Total Assets 5.6M
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 31%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:55 AM GMT+0

Morningstar’s Analysis CMIRX

Will CMIRX 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 CMIRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Conestoga Discovery Institutional 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 CMIRX

More CMIRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mama's Creations Inc Common Stock

5.73 315,337
Consumer Defensive

Vericel Corp

5.39 296,626
Healthcare

Twist Bioscience Corp

5.16 283,805
Healthcare

BioLife Solutions Inc

4.86 267,100
Healthcare

Digi International Inc

4.84 266,330
Technology

Palomar Holdings Inc

4.61 253,666
Financial Services

Transcat Inc

4.26 234,341
Industrials

CryoPort Inc

4.05 222,713
Industrials

Universal Technical Institute Inc

3.66 201,464
Consumer Defensive

Electrovaya Inc

3.62 199,171
Industrials

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