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Conestoga Small Cap Investors (CCASX)

32.02 Up 0.02(0.06%) Sep 17
Prev Close:32.00
YTD Return*:-11.08%
Net Assets*:712.71M
Yield*:N/A

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

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Top Holdings

Symbol% AssetsYTD Return %
NEOG3.54-7.83
RAVN3.17-33.79
SNHY3.001.13
AAON2.94-13.11
HSTM2.93-18.16

Fund Basics

Morningstar Overall Rating:
Total Assets:712.71M
Category:Small Growth
Annual Report Expense Ratio (net):1.10%

Performance & Risk

YTD Return:-11.08%
5y Avg Return:16.28%
Rank in Category (ytd):99
% Rank in Category (ytd):13.43%
Beta (3y):1.19
Morningstar Risk Rating:2

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 advisor does not 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. View More
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