Morningstar

Champlain Mid Cap Fund Advisor Class CIPMX

Morningstar Medalist Rating
Medalist Rating as of | See Champlain Investment Hub
  • NAV / 1-Day Return 20.82  /  +0.77 %
  • Total Assets 1.1B
  • 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 Oct 02, 2026 | 1-Day Return as of Oct 02, 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CIPMX’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

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 CIPMX

More CIPMX 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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