Morningstar

Conestoga SMid Cap Investors CCSMX Fund Analysis

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

Morningstar’s Analysis CCSMX

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

  • People Pillar

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

A fine strategy with a fine pedigree.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Conestoga SMid Cap, which includes a mutual fund and separately managed accounts, builds on Conestoga’s strengths in a promising way for long-term investors.

by Tony Thomas
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