Champlain Mid Cap's deep team and solid approach continue to earn High People and Process Pillar ratings.
Champlain Mid Cap Institutional CIPIX
- NAV / 1-Day Return 24.89 / −0.40 %
- Total Assets 5.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.840%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield 0.02%
- Turnover 29%
USD | NAV as of Oct 03, 2024 | 1-Day Return as of Oct 03, 2024, 10:11 PM GMT+0
Morningstar’s Analysis CIPIX
Will CIPIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 26.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Fortive Corp | 3.26 | 174.9 Mil | Technology |
Okta Inc Class A | 3.24 | 173.6 Mil | Technology |
Everest Group Ltd | 3.23 | 173.4 Mil | Financial Services |
AMETEK Inc | 3.17 | 170.0 Mil | Industrials |
Goldman Sachs FS Treasury Intms Instl | 2.94 | 157.8 Mil | Cash and Equivalents |
Ryan Specialty Holdings Inc Class A | 2.56 | 137.1 Mil | Financial Services |
Edwards Lifesciences Corp | 2.48 | 133.0 Mil | Healthcare |
Pure Storage Inc Class A | 2.33 | 124.9 Mil | Technology |
McCormick & Co Inc Registered Shs Non Vtg | 2.32 | 124.5 Mil | Consumer Defensive |
Rockwell Automation Inc | 2.16 | 115.6 Mil | Industrials |