Champlain Mid Cap continues to earn High People and Process Pillar ratings.
Champlain Mid Cap Adv CIPMX
- NAV / 1-Day Return 24.60 / +0.82 %
- Total Assets 5.6 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 14, 2024 | 1-Day Return as of May 14, 2024, 10:13 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 27.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
AMETEK Inc | 3.55 | 197.9 Mil | Industrials |
Fortive Corp | 3.33 | 185.5 Mil | Technology |
Okta Inc Class A | 3.20 | 178.3 Mil | Technology |
Zscaler Inc | 2.79 | 155.1 Mil | Technology |
Pure Storage Inc Class A | 2.70 | 150.3 Mil | Technology |
Everest Group Ltd | 2.70 | 150.3 Mil | Financial Services |
Nordson Corp | 2.37 | 132.1 Mil | Industrials |
Nutanix Inc Class A | 2.33 | 129.5 Mil | Technology |
DexCom Inc | 2.31 | 128.4 Mil | Healthcare |
Waters Corp | 2.28 | 126.8 Mil | Healthcare |