Institutional Advisors LargeCap
Conestoga Funds 259 N. Radnor-chester Road,Radnor Court, Suite 120 Radnor, PA 19087
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Phone: 800-292-2660
| Category: | Large Growth | | Fund Family: | Conestoga Capital Advisors | | Net Assets: | 19.93M | | Year-to-Date Return: | -3.48% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 31-Mar-09 |
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Terry L. Morris
Lead Manager since
31-Mar-09 | | | Morris has more than thirty years of investment experience. He began his career in the investment services industry in 1977and served as Portfolio Manager, first at Commonwealth Bank, and later at Meridian Asset Management, and its successor, CoreStates Asset Management. In 1996, he joined National Penn Investors Trust Company, a subsidiary of National Penn Bancshares, to design, implement and manage ongoing the company?s equity selection process. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term growth of capital. The fund invests at least 80% of net assets in the equity securities of large-capitalization companies. Equity securities include convertible securities and domestic common stocks, among other things. |
| Last Dividend
(29-Dec-09):
| 0.05 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 8.99% | | Average for Category:
| 109.93% |
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| Expense | IALFX | Category
Avg | | Total Expense Ratio: | 1.35%
| 1.33% | | Max 12b1 Fee: | 0.10%
| N/A | | Max Front End Sales Load: | 5.50%
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 544 | $653 | | 5 Yr Expense Projection*: |
$ 975 | $1,027 | | 10 Yr Expense Projection*: |
$ 2,177 | $2,050 |
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0.42% Nasdaq 
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