About CIPIX
Champlain Mid Cap Fund Institutional Class is a mutual fund focused on achieving capital appreciation by primarily investing in common stocks of medium-sized U.S. companies. The fund pursues a diversified approach, typically holding between 50 and 75 stocks, and may also allocate, to a lesser extent, to small and large companies when they present attractive long-term fundamentals and valuation opportunities. Managed by Champlain Investment Partners, an independent, employee-owned firm with established expertise in small and mid-cap equities, the fund employs a disciplined investment process aimed at balancing growth potential with risk management—including both business and valuation risk.
Categorized as a mid-cap growth fund, it targets firms with superior appreciation potential, robust fundamentals, and attractive pricing, drawing from indices like the Russell Midcap and S&P MidCap 400. Available to institutional investors, it has a relatively high minimum initial investment and maintains a competitive expense ratio within its category. The fund’s portfolio is spread across sectors such as technology, industrials, financial services, and healthcare, reflecting its broad reach and strategic sector diversification.
Fund Family Champlain Funds
Category Mid-Cap Growth
Performance Rating Below Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol CIPIX
Share Class Institutional Shares
Index Russell MidCap TR
CIPIX had a total return of 9.55% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.19%.
