Champlain Mid Cap continues to earn High People and Process Pillar ratings.
Champlain Mid Cap Adv CIPMX
- NAV / 1-Day Return 23.37 / +0.17 %
- Total Assets 5.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.090%
- 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 —
- Turnover 29%
USD | NAV as of May 31, 2024 | 1-Day Return as of May 31, 2024, 10:14 PM GMT+0
Morningstar’s Analysis CIPMX
Will CIPMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |