Morningstar

Conestoga Discovery Investors CMCMX

Morningstar Medalist Rating
Medalist Rating as of | See Conestoga Investment Hub
  • NAV / 1-Day Return 7.25  /  +0.42 %
  • Total Assets 4.3 Mil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 23%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:17 PM GMT+0

Morningstar’s Analysis CMCMX

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

  • People Pillar

    The People Pillar is our evaluation of the CMCMX 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 CMCMX’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 Discovery Investors to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CMCMX

More CMCMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Palomar Holdings Inc

5.23 230,577
Financial Services

Phreesia Inc

4.60 202,844
Healthcare

Construction Partners Inc Class A

4.52 199,316
Industrials

Willdan Group Inc

4.30 189,762
Industrials

Tecsys Inc

4.23 186,776
Technology

Transcat Inc

4.10 180,927
Industrials

Hillman Solutions Corp Shs

4.10 180,772
Industrials

Q2 Holdings Inc

3.93 173,398
Technology

i3 Verticals Inc

3.92 172,845
Technology

Vericel Corp

3.80 167,676
Healthcare

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