Skip to Content

Champlain Mid Cap Institutional CIPIX

Medalist Rating as of | See Champlain Investment Hub
  • NAV / 1-Day Return 24.11  /  −0.54 %
  • Total Assets 5.3 Bil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.03%
  • Turnover 29%

USD | NAV as of Jun 14, 2024 | 1-Day Return as of Jun 14, 2024, 10:33 PM GMT+0

Morningstar’s Analysis CIPIX

Will CIPIX outperform in future?

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

Top-Notch

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Champlain Mid Cap continues to earn High People and Process Pillar ratings.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CIPIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 28.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fortive Corp

3.59 210.7 Mil
Technology

Okta Inc Class A

3.41 200.3 Mil
Technology

AMETEK Inc

3.22 189.3 Mil
Industrials

Pure Storage Inc Class A

3.21 188.5 Mil
Technology

Goldman Sachs FS Treasury Intms Instl

3.11 182.7 Mil
Cash and Equivalents

Everest Group Ltd

3.04 178.9 Mil
Financial Services

Freshpet Inc

2.43 142.5 Mil
Consumer Defensive

DexCom Inc

2.37 139.4 Mil
Healthcare

Edwards Lifesciences Corp

2.37 139.0 Mil
Healthcare

Ryan Specialty Holdings Inc Class A

2.29 134.3 Mil
Financial Services