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Champlain Small Company Institutional (CIPNX)

21.50 +0.01 (+0.05%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 21.49
  • YTD Return 0.94%
  • Expense Ratio 1.01%
  • Category Small Growth
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating --
  • Net Assets 2.37B
  • Beta (5Y Monthly) 0.92
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 41.00%
  • Last Dividend --
  • Inception Date Nov 30, 2004

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of small companies. It seeks capital appreciation by investing mainly in common stocks of small companies that the Adviser believes have strong long-term fundamentals, superior capital appreciation potential and attractive valuations.

Champlain Funds

Fund Family

Small Growth

Fund Category

2.37B

Net Assets

2004-11-30

Inception Date

Performance Overview: CIPNX

Trailing returns as of 6/5/2024. Category is Small Growth.

YTD Return

CIPNX
0.94%
Category
12.40%
 

1-Year Return

CIPNX
12.90%
Category
55.69%
 

3-Year Return

CIPNX
1.46%
Category
19.34%
 

5-Year Return

CIPNX
7.57%
Category
20.72%
 

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Holdings: CIPNX

Top 10 Holdings (23.71% of Total Assets)

SymbolCompany% Assets
PSTG
Pure Storage, Inc. 3.50%
JBT
John Bean Technologies Corporation 2.68%
INSP
Inspire Medical Systems, Inc. 2.29%
FRPT
Freshpet, Inc. 2.28%
MSA
MSA Safety Incorporated 2.25%
GMED
Globus Medical, Inc. 2.21%
CFR
Cullen/Frost Bankers, Inc. 2.17%
SMPL
The Simply Good Foods Company 2.17%
ESE
ESCO Technologies Inc. 2.13%
LANC
Lancaster Colony Corporation 2.04%

Sector Weightings

SectorCIPNX
Technology   22.92%
Healthcare   19.89%
Industrials   16.17%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

Recent News: CIPNX

Research Reports: CIPNX

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