Morningstar

Conestoga Mid Cap Institutional CCMAX

Morningstar Medalist Rating
Medalist Rating as of | See Conestoga Investment Hub
  • NAV / 1-Day Return 9.98  /  +0.10 %
  • Total Assets 3.1 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 9%

USD | NAV as of Sep 28, 2024 | 1-Day Return as of Sep 28, 2024, 12:17 AM GMT+0

Morningstar’s Analysis CCMAX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Conestoga Mid Cap Institutional to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings CCMAX

More CCMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Copart Inc

5.74 173,736
Industrials

Rollins Inc

5.06 153,072
Consumer Cyclical

Heico Corp Class A

5.02 152,088
Industrials

Waste Connections Inc

4.73 143,105
Industrials

Tyler Technologies Inc

4.69 142,028
Technology

Verisk Analytics Inc

4.63 140,036
Industrials

Gartner Inc

4.14 125,298
Technology

Roper Technologies Inc

3.60 108,950
Technology

CoStar Group Inc

3.52 106,497
Real Estate

Pool Corp

3.46 104,731
Industrials

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