Unexpected personnel departures and process complacency support a downgrade of Champlain Small Company’s People and Process ratings to Above Average from High.
Champlain Small Company Fund Class Advisor CIPSX
- NAV / 1-Day Return 17.35 / −1.25 %
- Total Assets 857.0M
-
Adj. Expense Ratio
1.240%
- Expense Ratio 1.240%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 10,000
- Status Open
- TTM Yield 0.00
- Turnover 51%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis CIPSX
Will CIPSX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- 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 |
United States