Champlain Investment Partners has named industrials and materials analyst Ethan Ellison as a comanager on Champlain Small Company CIPSX and Champlain Mid Cap CIPMX. Ellison joined the firm in July 2020 after spending four years at Morgan Stanley covering power, utilities, and clean technology stocks.
Champlain Small Company Adv CIPSX
NAV / 1-Day Return
24.60
/
1.52
%
Total Assets
3.7 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.270%
Expense Ratio
1.270%
Fee Level
Above Average
Longest Manager Tenure
16.56
years
Category
Small Growth
Investment Style
Small GrowthMin. Initial Investment
10,000
Status
Limited
TTM Yield
0.00%
Turnover
16%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Champlain Small Company and Champlain Mid Cap Add a Comanager; Ratings Unchanged
