CIPMX – Champlain Mid Cap Adv Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of medium-sized companies. It seeks capital appreciation by investing mainly in common stocks of medium-sized companies that the Adviser believes have strong long-term fundamentals, superior capital appreciation potential and attractive valuations.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CIPMX	Champlain Mid Cap Fund Advisor Class	No Load	Open			Jun 30, 2008	$81.67M	1.110%	Above Average	$10,000	−$76.86M
CIPIX	Champlain Mid Cap Fund Institutional Class	Institutional	Open			Jan 3, 2011	$1.02B	0.860%	Above Average	$1M	−$2.41B

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