Champlain Mid Cap Fund Institutional Class CIPIX

Morningstar Medalist Rating
  • NAV / 1-Day Return$22.66  /  +0.71%
  • Fund Size$1.0B
  • Adjusted Expense Ratio0.860%
  • Net Expense Ratio0.860%
  • Fee Level: DistributionAbove Average
  • Share Class TypeInstitutional
  • Morningstar CategoryMid-Cap Growth
  • Equity Style Box (Funds)Mid Growth
  • Minimum Initial Investment$1M
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio44%

Morningstar’s Analysis CIPIX

Will CIPIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

Rated on Published on

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Portfolio Holdings CIPIX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings24.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Okta Inc Class A

2.9436M
Technology

Synopsys Inc

2.8635M
Technology

Nutanix Inc Class A

2.6232M
Technology

EOG Resources Inc

2.5231M
Energy

Texas Pacific Land Corp

2.3428M
Energy

Tradeweb Markets Inc

2.2928M
Financial Services

Fastenal Co

2.2527M
Industrials

Veeva Systems Inc Class A

2.2427M
Healthcare

Everpure Inc Class A

2.1025M
Technology

IDEX Corp

2.0725M
Industrials

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