Conestoga Small Cap (CCASX)
28.93
0.20(0.70%) May 17
| Prev Close: | 28.73 |
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| YTD Return*: | 7.29% |
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| Net Assets*: | 364.34M |
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| Yield*: | 0.09% |
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* As of 28-Feb-13
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Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 364.34M |
| Category: | Small Growth |
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| Annual Report Expense Ratio (net): | 1.10% |
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Performance & Risk
| YTD Return: | 7.29% |
| 5y Avg Return: | 9.54% |
| Rank in Category (ytd): | 43 |
| % Rank in Category (ytd): | 5.77% |
| Beta (3y): | 1.07 |
| Morningstar Risk Rating: | 1 |
Fund Summary
The investment seeks long-term growth of capital.
The fund invests at least 80% of its net assets in equity securities of small-cap companies. Equity securities include ADRs, convertible securities, foreign and domestic common and preferred stocks, rights and warrants. While there is no limit on investing in foreign securities, the fund doesn't expect investments in foreign securities to exceed 20% of the fund's total assets. "Small-cap companies" are companies that, at the time of purchase, have market capitalizations of up to $2.5 billion.
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