Conestoga Small Cap Investors (CCASX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Conestoga Small Cap Investors
Wayne, PA 19087
550 E. Swedesford Road, Suite 120 East
Conestoga Funds
1-800-494-2755
Management information
Robert M. Mitchell,Lead manager since 30 September 2002
Bob is a Co-Founder and Managing Partner of Conestoga Capital Advisors, and Co-Portfolio Manager for the Small and SMid Cap strategies. Bob serves as Chief Investment Officer of the firm, overseeing all aspects of the portfolio management and investment processes. Prior to Conestoga, Bob was a Portfolio Manager/Analyst and Director of Equity Research at Martindale Andres & Company. Bob's portfolio management and research expertise was focused on small capitalization companies. While at Martindale Andres & Co., he was responsible for $100 Million in individual and institutional small cap accounts. Before his employment at Martindale Andres, Bob worked with the U.S. Department of Justice Antitrust Division where he analyzed the economic and financial aspects of various industries for evidence of antitrust violations. Bob received his M.B.A. from Indiana University's Kelley School of Business in 1995; in 1991, he received a B.A. from the University of Notre Dame.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategorySmall Growth
Fund familyConestoga Capital Advisors
Net assets4.15B
YTD return3.56%
Yield0.00%
Morningstar rating★★★★
Inception date30 Sept 2002
Fund operations
Last dividend0.02
Last cap gain30.00
Holdings turnover13.00%
Average for categoryN/A
Fees and expenses
ExpenseCCASXCategory average
Annual report expense ratio (net)1.10%1.21%
Prospectus net expense ratio1.10%N/A
Prospectus gross expense ratio1.46%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.40%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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