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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+5.21% 3 years+13.60%
3 months+4.21% 5 years+15.17%
1 year+9.52% Since inception+10.74%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+15.17%+13.02%
Expense ratio1.33%1.28%
Risk 5 year sharpe ratio1.151.04
Net assets$1.5B$1.0B
Average market cap$2.4B$3.8B
Average P/E29.929.7
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. stock89.28%
International stock2.00%
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 Inc3.24%
THS TreeHouse Foods Inc2.98%
IART Integra LifeSciences Holdings Corp2.73%
WWW Wolverine World Wide Inc2.72%
LNCE Snyder's-Lance Inc2.63%
JWA John Wiley & Sons Inc2.51%
LOGM LogMeIn Inc2.35%
WEX WEX Inc2.23%
FUL HB Fuller Co2.19%
CNMD Conmed Corp2.16%