Morningstar

Champlain Strategic Focus Institutional CIPTX

Morningstar Medalist Rating
Medalist Rating as of | See Champlain Investment Hub
  • NAV / 1-Day Return 11.63  /  −0.09 %
  • Total Assets 2.7 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 6%

USD | NAV as of Sep 28, 2024 | 1-Day Return as of Sep 28, 2024, 12:08 AM GMT+0

Morningstar’s Analysis CIPTX

Will CIPTX 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 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.

A strong management team and sound investment process underpin Champlain Strategic Focus Institutional's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CIPTX

More CIPTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pure Storage Inc Class A

8.62 226,661
Technology

Mettler-Toledo International Inc

6.12 160,723
Healthcare

Fortive Corp

6.10 160,426
Technology

Rockwell Automation Inc

5.29 139,016
Industrials

DexCom Inc

5.22 137,190
Healthcare

ServiceNow Inc

5.09 133,734
Technology

Bio-Techne Corp

5.06 132,911
Healthcare

Okta Inc Class A

4.92 129,182
Technology

Waters Corp

4.86 127,653
Healthcare

Everest Group Ltd

4.86 127,642
Financial Services

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