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Morningstar

Champlain Small Company Adv CIPSX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 20.68  /  0.78 %
  • Total Assets 2.7 Bil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 10,000
  • Status Limited
  • TTM Yield 0.00
  • Turnover 22%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis CIPSX

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

People Pillar

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

A standout small-growth offering.

Analyst

Summary

| by Eric Schultz

Champlain Small Company continues to set a high standard in the small-growth space, earning Morningstar Analyst Ratings of Gold across all share classes.

Unlock our full analysis with Morningstar Investor