Champlain Funds List | Morningstar

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Champlain Mutual Funds List

Share Class Type

1 to 5 of 5 Results

Name	Ticker	Morningstar Category	Morningstar Rating for Funds Overall	Portfolio ESG Risk Rating	Total Return YTD	Total Return Rank in Category (Day-End) YTD, Day-End	Adjusted Expense Ratio	Fee Level Distribution	Share Class Type	Minimum Initial Investment
Champlain Mid Cap Fund Advisor Class	CIPMX	Mid-Cap Growth			9.11%	17	1.110%	Above Average	No Load	$10,000
Champlain Small Company Fund Institutional Class	CIPNX	Small Growth			13.20%	24	0.990%	Above Average	Institutional	$1M
Champlain Strategic Focus Fund Institutional Shares	CIPTX	Mid-Cap Growth			13.77%	8	0.850%	Average	Institutional	$1M
Champlain Mid Cap Fund Institutional Class	CIPIX	Mid-Cap Growth			9.31%	16	0.860%	Above Average	Institutional	$1M
Champlain Small Company Fund Class Advisor	CIPSX	Small Growth			12.94%	26	1.240%	Above Average	No Load	$10,000

Champlain Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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Morningstar Medalist Rating for Funds
The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.
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Morningstar Rating™ for Funds
The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.
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Percentile Rank
Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.
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