Morningstar

Champlain Small Company Institutional CIPNX

Morningstar Medalist Rating
Medalist Rating as of | See Champlain Investment Hub
  • NAV / 1-Day Return 23.02  /  −0.09 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1.0 Mil
  • Status Limited
  • TTM Yield 0.00
  • Turnover 41%

USD | NAV as of Sep 28, 2024 | 1-Day Return as of Sep 28, 2024, 12:00 AM GMT+0

Morningstar’s Analysis CIPNX

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

  • People Pillar

    The People Pillar is our evaluation of the CIPNX 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 CIPNX’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 Small Company'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 CIPNX

More CIPNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Globus Medical Inc Class A

2.93 68.5 Mil
Healthcare

The Baldwin Insurance Group Inc Class A

2.61 61.0 Mil
Financial Services

John Bean Technologies Corp

2.54 59.4 Mil
Industrials

The Simply Good Foods Co

2.44 57.1 Mil
Consumer Defensive

MSA Safety Inc

2.41 56.5 Mil
Industrials

ESCO Technologies Inc

2.27 53.0 Mil
Technology

Pure Storage Inc Class A

2.19 51.4 Mil
Technology

Goldman Sachs FS Treasury Intms Instl

2.15 50.3 Mil
Cash and Equivalents

Nutanix Inc Class A

2.13 49.7 Mil
Technology

MGP Ingredients Inc

2.08 48.7 Mil
Consumer Defensive

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