CIPSX – Fund Analysis – Champlain Small Company Adv | Morningstar

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Will CIPSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CIPSX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the CIPSX 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 CIPSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Topnotch.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Champlain Small Company continues to earn High People and Process Pillar ratings.

by Eric Schultz

Rated on Aug 9, 2023 Published on Aug 9, 2023

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