Morningstar

Champlain Mid Cap Fund Institutional Class CIPIX

Morningstar Medalist Rating
Medalist Rating as of | See Champlain Investment Hub
  • NAV / 1-Day Return 20.88  /  −0.67 %
  • Total Assets 1.1B
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.00
  • Turnover 44%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CIPIX

Will CIPIX outperform in the 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 CIPIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Downgraded.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Unexpected personnel departures and process complacency support a downgrade of Champlain Mid Cap’s People and Process ratings to Above Average from High.

by Eric Schultz
Rated on Published on

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Portfolio Holdings CIPIX

More CIPIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tradeweb Markets Inc

2.91 62M
Financial Services

Synopsys Inc

2.70 57M
Technology

EOG Resources Inc

2.65 57M
Energy

Fastenal Co

2.26 48M
Industrials

Veeva Systems Inc Class A

2.23 48M
Healthcare

Akamai Technologies Inc

2.16 46M
Technology

Arch Capital Group Ltd

2.09 45M
Financial Services

Texas Pacific Land Corp

2.05 44M
Energy

IDEX Corp

2.02 43M
Industrials

The Cooper Companies Inc

1.96 42M
Healthcare

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