Conestoga Mid Cap Fund
The lead portfolio managers of the Conestoga Mid Cap Fund are Derek Johnston and Ted Chang, and Robert Mitchell serves as co-portfolio manager. The Fund was launched on June 29, 2021.
Investment Objective: The Fund seeks to provide long-term growth of capital.
Fund Direct Account Access
Ticker | CUSIP | Net Assets (6/30/21) | Inception | Minimum Initial Investment | Total Gross Operation Expenses | Total Net Operation Expenses* | |
Investor Class | CCMMX | 207019803 | $0.4 Mil | 6/29/2021 | $2,500 | 6.80% | 1.05% |
Institutional Class | CCMAX | 207019886 | $0.9 Mil | 6/29/2021 | $250,000 | 6.40% | 0.80% |
* These are expenses that you pay each year as a percentage of the value of your investments. Conestoga Capital Advisors, LLC (the “Adviser”) has contractually agreed to limit the Fund’s ‘Total Annual Fund Operating Expenses’ to 0.80% (for the Institutional Class) and 1.05% (for the Investors Class) of the Fund’s average daily net assets until at least June 30, 2022, subject to termination at any time at the option of the Fund. There is no guarantee that the agreement to limit the Fund's net annual operating expense will be renewed or extended.
Characteristics as of 6/30/21*
*Subject to change. |
Investors Share Class (CCMMX) Information | Mid Cap Fund Prospectus & Shareholder Reports |
Institutional Share Class (CCMAX) Information | Additional Information |