Morningstar

Champlain Strategic Focus Fund Institutional Shares CIPTX

Morningstar Medalist Rating
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Medalist Rating as of See Champlain Investment Hub
  • NAV / 1-Day Return $7.88  /  +0.13 %
  • Fund Size $3.9M
  • Adjusted Expense Ratio 0.850%
  • Net Expense Ratio 0.850%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 55%
NAV and 1-Day Return as of

Morningstar’s Analysis CIPTX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Champlain Strategic Focus Institutional holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CIPTX

More CIPTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Axon Enterprise Inc

6.52 243,865
Industrials

Synopsys Inc

5.60 209,653
Technology

Fastenal Co

5.49 205,328
Industrials

Veeva Systems Inc Class A

5.43 203,203
Healthcare

IDEX Corp

5.16 192,908
Industrials

Fidelity Inv MM Treasury Only I

4.92 183,937
Cash and Equivalents

Okta Inc Class A

4.85 181,478
Technology

Everpure Inc Class A

4.83 180,823
Technology

AMETEK Inc

4.07 152,422
Industrials

MongoDB Inc Class A

3.77 141,078
Technology

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