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Champlain Mid Cap Institutional CIPIX

Medalist Rating as of | See Champlain Investment Hub
  • NAV / 1-Day Return 26.45  /  +0.95 %
  • Total Assets 5.8 Bil
  • Adj. Expense Ratio
    0.850%
  • 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.

Top-Notch

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Champlain Mid Cap continues to earn High People and Process Pillar ratings.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CIPIX

  • 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