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.
Conestoga Discovery Fund Institutional Class CMIRX
- NAV / 1-Day Return 9.66 / −0.31 %
- Total Assets 5.2M
-
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 Jun 08, 2026 | 1-Day Return as of Jun 08, 2026, 10:45 PM 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.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 45.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Twist Bioscience Corp | 6.29 | 322,936 | Healthcare |
Mama's Creations Inc Common Stock | 5.05 | 259,393 | Consumer Defensive |
Palomar Holdings Inc | 4.72 | 242,686 | Financial Services |
Electrovaya Inc | 4.60 | 236,408 | Industrials |
Vericel Corp | 4.59 | 235,956 | Healthcare |
Digi International Inc | 4.55 | 233,687 | Technology |
Transcat Inc | 4.29 | 220,310 | Industrials |
Universal Technical Institute Inc | 3.93 | 201,724 | Consumer Defensive |
Bowman Consulting Group Ltd | 3.92 | 201,511 | Industrials |
Graham Corp | 3.84 | 197,064 | Industrials |
United States