Morningstar

Champlain Small Company Fund Institutional Class CIPNX

Morningstar Medalist Rating
Medalist Rating as of | See Champlain Investment Hub
  • NAV / 1-Day Return 19.79  /  +1.54 %
  • Total Assets 771.9M
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.00
  • Turnover 51%

USD | NAV as of Aug 08, 2026 | 1-Day Return as of Aug 08, 2026, 12:02 AM GMT+0

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 20.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Matador Resources Co

2.18 22M
Energy

Novanta Inc

2.07 21M
Technology

SPX Technologies Inc

2.06 21M
Industrials

Standex International Corp

2.04 21M
Industrials

Penumbra Inc

2.02 20M
Healthcare

Fidelity Inv MM Treasury Only I

1.98 20M
Cash and Equivalents

StoneX Group Inc

1.98 20M
Financial Services

Simpson Manufacturing Co Inc

1.95 20M
Basic Materials

Nutanix Inc Class A

1.93 20M
Technology

CSW Industrials Inc

1.91 19M
Industrials

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