Morningstar

Champlain Mid Cap Fund Institutional Class CIPIX

Morningstar Medalist Rating
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Medalist Rating as of See Champlain Investment Hub
  • NAV / 1-Day Return $22.86  /  +0.88 %
  • Fund Size $1.1B
  • Adjusted Expense Ratio 0.860%
  • Net Expense Ratio 0.860%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 44%
NAV and 1-Day Return as of

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 24.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Okta Inc Class A

2.94 36M
Technology

Synopsys Inc

2.86 35M
Technology

Nutanix Inc Class A

2.62 32M
Technology

EOG Resources Inc

2.52 31M
Energy

Texas Pacific Land Corp

2.34 28M
Energy

Tradeweb Markets Inc

2.29 28M
Financial Services

Fastenal Co

2.25 27M
Industrials

Veeva Systems Inc Class A

2.24 27M
Healthcare

Everpure Inc Class A

2.10 25M
Technology

IDEX Corp

2.07 25M
Industrials

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