Unexpected personnel departures and process complacency support a downgrade of Champlain Mid Cap’s People and Process ratings to Above Average from High.
Champlain Mid Cap Fund Advisor Class CIPMX
- NAV / 1-Day Return 18.98 / −1.35 %
- Total Assets 1.2B
-
Adj. Expense Ratio
1.110%
- Expense Ratio 1.110%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 10,000
- Status Open
- TTM Yield 0.00
- Turnover 44%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis CIPMX
Will CIPMX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CIPMX 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 CIPMX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- 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 |
United States