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Morningstar

Champlain Small Company Adv CIPSX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
18.75  /  0.74 %
Total Assets
2.5 Bil
Adj. Expense Ratio
1.260%
Expense Ratio
1.260%
Fee Level
Above Average
Longest Manager Tenure
17.85 years
Category
Small Growth
Investment Style
Small Growth
Min. Initial Investment
10,000
Status
Open
TTM Yield
0.00%
Turnover
22%

Morningstar’s Fund 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

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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