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 | 21.53 |
| YTD Return | 6.43% |
| 1-Year Return | 2.62% |
| 5-Year Return | n/a |
| 52-Week Low | 18.70 |
| 52-Week High | 22.02 |
| 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.
Performance
COSGIX had a total return of 2.62% in the past year, including dividends. Since the fund's inception, the average annual return has been -2.99%.