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Morningstar

Champlain Strategic Focus Institutional CIPTX

Morningstar Medalist Rating
Medalist Rating as of | See Champlain Investment Hub
  • NAV / 1-Day Return 12.03  /  +1.52 %
  • Total Assets 2.6 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 6%

USD | NAV as of May 11, 2024 | 1-Day Return as of May 11, 2024, 12:24 AM GMT+0

Morningstar’s Analysis CIPTX

Will CIPTX 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 CIPTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CIPTX 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 CIPTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Decreased confidence in Champlain Strategic Focus Institutional's prospects relative to its Morningstar Category peers results in a downgrade in this strategy's Morningstar Medalist Rating to Silver from Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CIPTX

More CIPTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fortive Corp

6.33 150,573
Technology

DexCom Inc

5.85 138,981
Healthcare

Mettler-Toledo International Inc

5.10 121,296
Healthcare

Pure Storage Inc Class A

5.08 120,709
Technology

AMETEK Inc

5.06 120,370
Industrials

IDEX Corp

5.02 119,410
Industrials

Bio-Techne Corp

4.84 114,968
Healthcare

ServiceNow Inc

4.75 113,038
Technology

Rockwell Automation Inc

4.70 111,773
Industrials

Waters Corp

4.64 110,292
Healthcare