Champlain Mid Cap continues to earn High People and Process Pillar ratings.
Champlain Mid Cap Institutional CIPIX
- NAV / 1-Day Return 26.45 / +0.95 %
- Total Assets 5.8 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.850%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield 0.02%
- Turnover 29%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0
Morningstar’s Analysis CIPIX
Will CIPIX 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 27.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
AMETEK Inc | 3.55 | 197.9 Mil | Industrials |
Fortive Corp | 3.33 | 185.5 Mil | Technology |
Okta Inc Class A | 3.20 | 178.3 Mil | Technology |
Zscaler Inc | 2.79 | 155.1 Mil | Technology |
Pure Storage Inc Class A | 2.70 | 150.3 Mil | Technology |
Everest Group Ltd | 2.70 | 150.3 Mil | Financial Services |
Nordson Corp | 2.37 | 132.1 Mil | Industrials |
Nutanix Inc Class A | 2.33 | 129.5 Mil | Technology |
DexCom Inc | 2.31 | 128.4 Mil | Healthcare |
Waters Corp | 2.28 | 126.8 Mil | Healthcare |