Conestoga Discovery Investors (CMCMX)
| Fund Assets | 4.76M |
| Expense Ratio | 1.50% |
| Min. Investment | $2,500 |
| Turnover | 32.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 8.76 |
| YTD Return | 9.77% |
| 1-Year Return | 18.06% |
| 5-Year Return | n/a |
| 52-Week Low | 6.72 |
| 52-Week High | 9.06 |
| Beta (5Y) | n/a |
| Holdings | 30 |
| Inception Date | Dec 17, 2021 |
About CMCMX
The Conestoga Discovery Fund Investors Class is an actively managed mutual fund focused on achieving long-term capital growth. Primarily, the fund targets investments in micro-capitalization equities, seeking to allocate at least 80% of its net assets to this segment. Its strategy emphasizes identifying companies with sustainable earnings growth, high returns on equity, low debt levels, and strong management teams. Typically holding a concentrated portfolio of 25 to 40 stocks, the fund aims to balance attractive valuation with growth prospects while controlling risk relative to its benchmarks. The fund is sector-agnostic and may at times concentrate holdings in particular industries, allowing flexibility to align with prevailing market opportunities. With a focus on micro-cap growth, the Conestoga Discovery Fund Investors Class plays a specialized role in the financial markets by offering exposure to innovative, emerging companies that may be overlooked by broader, large-cap funds. Established in 2021, it is designed for investors seeking participation in the early-stage growth potential of the U.S. equity market through professional management and a disciplined investment approach.
Performance
CMCMX had a total return of 18.06% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.01%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
| Symbol | Share Class | Expense Ratio |
|---|---|---|
| CMIRX | Institutional Class | 1.25% |
Top 10 Holdings
41.28% of assets| Name | Symbol | Weight |
|---|---|---|
| Universal Technical Institute, Inc. | UTI | 5.13% |
| Phreesia, Inc. | PHR | 4.62% |
| Palomar Holdings, Inc. | PLMR | 4.38% |
| Willdan Group, Inc. | WLDN | 4.25% |
| Tecsys Inc. | TCS | 4.17% |
| i3 Verticals, Inc. | IIIV | 4.06% |
| Construction Partners, Inc. | ROAD | 3.76% |
| Olo Inc. | OLO | 3.75% |
| Hillman Solutions Corp. | HLMN | 3.65% |
| BioLife Solutions, Inc. | BLFS | 3.50% |