Morningstar

Conestoga Small Cap Investors CCASX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Conestoga Investment Hub

Morningstar’s Analysis CCASX

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

  • People Pillar

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

Rest easy with this one.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Conestoga Small Cap, which includes a mutual fund and separate accounts, has a team that’s working in its wheelhouse. The strategy is closed to most new investors.

by Tony Thomas
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