Champlain Small Company continues to earn High People and Process Pillar ratings.
Champlain Small Company Adv CIPSX
- NAV / 1-Day Return 20.76 / −1.28 %
- Total Assets 2.4 Bil
-
Adj. Expense Ratio
- 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 Jun 13, 2024 | 1-Day Return as of Jun 13, 2024, 10:17 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.
People Pillar
Parent Pillar
- 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 |