Morningstar

Conestoga Discovery Fund Institutional Class CMIRX

Morningstar Medalist Rating
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Medalist Rating as of See Conestoga Investment Hub
  • NAV / 1-Day Return $10.32  /  +0.19 %
  • Fund Size $5.6M
  • Adjusted Expense Ratio 1.250%
  • Net Expense Ratio 1.250%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $250,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 31%
NAV and 1-Day Return as of

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 43.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Twist Bioscience Corp

5.87 332,905
Healthcare

Mama's Creations Inc Common Stock

4.89 277,695
Consumer Defensive

Palomar Holdings Inc

4.43 251,353
Financial Services

BioLife Solutions Inc

4.42 250,927
Healthcare

Digi International Inc

4.25 240,932
Technology

Transcat Inc

4.18 237,415
Industrials

CryoPort Inc

4.16 236,144
Industrials

Willdan Group Inc

3.90 221,282
Industrials

Alpha Teknova Inc

3.71 210,202
Healthcare

Construction Partners Inc Class A

3.56 202,099
Industrials

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