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.
Champlain Strategic Focus Fund Institutional Shares CIPTX
- NAV / 1-Day Return 11.78 / −2.64 %
- Total Assets 3.5M
-
Adj. Expense Ratio
0.850%
- Expense Ratio 0.850%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.00
- Turnover 55%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 2:29 AM GMT+0
Morningstar’s Analysis CIPTX
Will CIPTX 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 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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 48.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
IDEX Corp | 6.67 | 236,938 | Industrials |
Fastenal Co | 5.94 | 211,120 | Industrials |
Veeva Systems Inc Class A | 5.86 | 208,157 | Healthcare |
Synopsys Inc | 5.58 | 198,240 | Technology |
Nordson Corp | 4.98 | 176,930 | Industrials |
ESAB Corp | 4.52 | 160,456 | Industrials |
AMETEK Inc | 4.37 | 155,411 | Industrials |
Tradeweb Markets Inc | 3.71 | 131,779 | Financial Services |
Texas Pacific Land Corp | 3.63 | 129,080 | Energy |
Mettler-Toledo International Inc | 3.55 | 126,120 | Healthcare |
United States