Conestoga Small Cap Growth Collective Fund Institutional Class (COSGIX)

Fund Assets	n/a
Expense Ratio	n/a
Min. Investment	n/a
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	19.36
YTD Return	-4.30%
1-Year Return	-5.70%
5-Year Return	-12.08%
52-Week Low	18.70
52-Week High	22.06
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About COSGIX

Conestoga Small Cap Growth Fund Institutional Shares is a mutual fund designed to seek long-term capital growth by investing primarily in equity securities of small capitalization companies. The fund typically holds a focused portfolio of 45-50 stocks that the investment team believes are attractively valued based on their growth prospects. Emphasizing a disciplined growth strategy, the fund targets companies with sustainable earnings growth rates, high returns on equity, low debt levels, and capable management teams. The portfolio spans sectors such as industrials, technology, consumer cyclicals, and healthcare, aiming for diversification within the small-cap growth universe. Managed with an institutional approach, the fund is tailored toward investors seeking exposure to small, innovative companies that have the potential for above-average expansion. Its presence in the market serves as a vehicle for accessing opportunities among emerging U.S. businesses that can drive portfolio growth over the long term.

• Stock Exchange: Nasdaq
• Ticker Symbol: COSGIX

Performance

COSGIX had a total return of -5.70% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.29%.

Data Sources: S&P Global Market Intelligence, Twelve Data, and more

Historical data is provided by S&P Global Market Intelligence. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 17, 2026

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