CIPTX – Champlain Strategic Focus Institutional Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund invests primarily in securities of mid- to large-capitalization companies. The fund may also invest in securities of small-capitalization companies, which the Adviser considers to be a company that, at the time of initial purchase, is included in either the S&P SmallCap 600 or the Russell 2000 Index, or that has a market capitalization that falls within the range of the Russell 2000 Index as measured as of the index’s most recent annual reconstitution. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CIPTX	Champlain Strategic Focus Fund Institutional Shares	Institutional	Open	—		Oct 16, 2023	$3.91M	0.850%	Average	$1M	−$482,732.85

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