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Morningstar

Champlain Small Company Adv CIPSX

Morningstar Medalist Rating
Medalist Rating as of | See Champlain Investment Hub
  • NAV / 1-Day Return 20.98  /  +0.43 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 10,000
  • Status Limited
  • TTM Yield —
  • Turnover 41%

USD | NAV as of May 31, 2024 | 1-Day Return as of May 31, 2024, 10:14 PM GMT+0

Morningstar’s Analysis CIPSX

Will CIPSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CIPSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CIPSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CIPSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Topnotch.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Champlain Small Company continues to earn High People and Process Pillar ratings.

by Eric Schultz
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CIPSX

More CIPSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pure Storage Inc Class A

3.50 87.1 Mil
Technology

John Bean Technologies Corp

2.68 66.6 Mil
Industrials

Inspire Medical Systems Inc

2.29 56.9 Mil
Healthcare

Freshpet Inc

2.28 56.8 Mil
Consumer Defensive

MSA Safety Inc

2.25 56.1 Mil
Industrials

Globus Medical Inc Class A

2.21 55.0 Mil
Healthcare

Cullen/Frost Bankers Inc

2.17 54.0 Mil
Financial Services

The Simply Good Foods Co

2.17 53.9 Mil
Consumer Defensive

ESCO Technologies Inc

2.13 53.0 Mil
Technology

Lancaster Colony Corp

2.04 50.9 Mil
Consumer Defensive