Champlain Small Company Fund Class Advisor (CIPSX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. Under normal circumstances- the fund invests at least 80% of its net assets- plus any borrowings for investment purposes- in securities of small companies. It seeks capital appreciation by investing mainly in common stocks of small companies that the Adviser believes have strong long-term fundamentals- superior capital appreciation potential and attractive valuations.


1 month+3.28% 3 years+12.30%
3 months+3.85% 5 years+13.16%
1 year+15.46% Since inception+10.61%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+13.16%+13.96%
Expense ratio1.33%1.28%
Risk 5 year sharpe ratio1.020.92
Net assets$1.5B$1.1B
Average market cap$2.5B$3.4B
Average P/E31.928.6
Portfolio turnover40%40%

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Fund Management and Purchase Info

Fund familyChamplain Funds
Fund manager & tenureScott Brayman / 13 Years
Minimal initial investment$10,000.00
Minimum IRA investment$3,000.00


U.S. stock89.76%
International stock2.09%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Consumer goods 16.34%
Financial service 15.08%
Business service 15.07%
Healthcare 14.99%
Industrial materials 8.10%
Top 10 Holdings
Portfolio weighting
BLKB Blackbaud Inc3.34%
LNCE Snyder's-Lance Inc2.79%
IART Integra LifeSciences Holdings Corp2.62%
JWA John Wiley & Sons Inc2.42%
LOGM LogMeIn Inc2.40%
FUL HB Fuller Co2.38%
WWW Wolverine World Wide Inc2.31%
THS TreeHouse Foods Inc2.28%
QLYS Qualys Inc2.22%
WBT Welbilt Inc2.20%