Conestoga Mid Cap Fund

Class Inv (CCMGX)

U.S. News evaluated 223 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 24.33 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 3.7%
1 Year 24.3%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets in equity securities of mid-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 investment in foreign securities to exceed 20% of the fund's total assets. "Mid-cap companies" are companies that, at the time of purchase, have market capitalizations of up to $10 billion.

Fees

Fees are Low compared to funds in the same category.
Conestoga Mid Cap Fund has an expense ratio of 1.35 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Conestoga Capital Advisors Funds