About CIPMX
Champlain Mid Cap Fund Advisor Class is a mutual fund focused on achieving capital appreciation primarily through investments in the common stocks of medium-sized U.S. companies. The fund targets businesses that demonstrate strong long-term fundamentals, growth potential, and attractive valuations, creating a portfolio typically composed of 50 to 75 holdings selected from benchmarks like the Russell Midcap and S&P MidCap 400 indices. The fund’s investment approach spans several sectors, including technology, financial services, healthcare, industrials, and consumer defensive companies, with a particular emphasis on firms exhibiting robust, sustainable business models.
Champlain Mid Cap Fund Advisor Class plays a pivotal role in the financial markets by offering investors access to the mid-cap segment, which is often characterized by a distinct blend of growth prospects and relative stability compared to small-cap stocks. The fund’s portfolio is actively managed, with a focus on mitigating risk and capturing long-term appreciation, as evidenced by its historical performance and diversified sector exposure. This fund is commonly utilized by investors seeking exposure to dynamic, high-quality U.S. mid-sized companies as part of a broader equity allocation strategy.
Fund Family Champlain Funds
Category Mid-Cap Growth
Performance Rating Average
Risk Rating Low
Stock Exchange Nasdaq
Ticker Symbol CIPMX
Share Class Advisor Shares
Index Russell MidCap TR
CIPMX had a total return of 7.97% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.07%.
