Morningstar

Champlain Small Company Fund Institutional Class CIPNX

Morningstar Medalist Rating
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Medalist Rating as of See Champlain Investment Hub
  • NAV / 1-Day Return $19.38  /  +0.62 %
  • Fund Size $439.9M
  • Adjusted Expense Ratio 0.990%
  • Net Expense Ratio 0.990%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 51%
NAV and 1-Day Return as of

Morningstar’s Analysis CIPNX

Will CIPNX 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 CIPNX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CIPNX 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 CIPNX’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 Small Company’s People and Process ratings to Above Average from High.

by Eric Schultz
Rated on Published on

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Portfolio Holdings CIPNX

More CIPNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nutanix Inc Class A

2.59 21M
Technology

Novanta Inc

2.49 20M
Technology

Everpure Inc Class A

2.40 20M
Technology

SPX Technologies Inc

2.30 19M
Industrials

CommVault Systems Inc

2.28 19M
Technology

ESAB Corp

2.19 18M
Industrials

Fidelity Inv MM Treasury Only I

2.18 18M
Cash and Equivalents

Simpson Manufacturing Co Inc

2.17 18M
Basic Materials

CSW Industrials Inc

1.90 16M
Industrials

Glaukos Corp

1.88 15M
Healthcare

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