Morningstar

Champlain Small Company Fund Class Advisor CIPSX

Morningstar Medalist Rating
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Medalist Rating as of See Champlain Investment Hub
  • NAV / 1-Day Return$19.03  /  +0.53%
  • Fund Size$427.1M
  • Adjusted Expense Ratio1.240%
  • Net Expense Ratio1.240%
  • Fee Level: DistributionAbove Average
  • Share Class TypeNo Load
  • Morningstar CategorySmall Growth
  • Equity Style Box (Funds)Small Growth
  • Minimum Initial Investment$10,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio51%
NAV and 1-Day Return as of

Morningstar’s Analysis CIPSX

Will CIPSX 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 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.

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 CIPSX

More CIPSX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings22.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nutanix Inc Class A

2.5921M
Technology

Novanta Inc

2.4920M
Technology

Everpure Inc Class A

2.4020M
Technology

SPX Technologies Inc

2.3019M
Industrials

CommVault Systems Inc

2.2819M
Technology

ESAB Corp

2.1918M
Industrials

Fidelity Inv MM Treasury Only I

2.1818M
Cash and Equivalents

Simpson Manufacturing Co Inc

2.1718M
Basic Materials

CSW Industrials Inc

1.9016M
Industrials

Glaukos Corp

1.8815M
Healthcare

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