Morningstar

Champlain Mid Cap Adv CIPMX

Morningstar Medalist Rating
Medalist Rating as of | See Champlain Investment Hub
  • NAV / 1-Day Return 24.26  /  +0.17 %
  • Total Assets 5.3 Bil
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.090%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 10,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 29%

USD | NAV as of Sep 28, 2024 | 1-Day Return as of Sep 28, 2024, 12:04 AM GMT+0

Morningstar’s Analysis CIPMX

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

  • People Pillar

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

Considerable advantages remain despite recent missteps.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Champlain Mid Cap's deep team and solid approach continue to earn High People and Process Pillar ratings.

by Eric Schultz
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CIPMX

More CIPMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fortive Corp

3.26 174.9 Mil
Technology

Okta Inc Class A

3.24 173.6 Mil
Technology

Everest Group Ltd

3.23 173.4 Mil
Financial Services

AMETEK Inc

3.17 170.0 Mil
Industrials

Goldman Sachs FS Treasury Intms Instl

2.94 157.8 Mil
Cash and Equivalents

Ryan Specialty Holdings Inc Class A

2.56 137.1 Mil
Financial Services

Edwards Lifesciences Corp

2.48 133.0 Mil
Healthcare

Pure Storage Inc Class A

2.33 124.9 Mil
Technology

McCormick & Co Inc Registered Shs Non Vtg

2.32 124.5 Mil
Consumer Defensive

Rockwell Automation Inc

2.16 115.6 Mil
Industrials

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