About CIPSX
Champlain Small Company Fund Advisor Class is a mutual fund focused on providing capital appreciation by investing primarily in common stocks of small companies. Managed by Champlain Investment Partners, the fund typically holds 65 to 100 stocks drawn from indices such as the Russell 2000, S&P SmallCap 600, and S&P MidCap 400, and targets businesses believed to possess attractive long-term fundamentals and significant growth potential. The portfolio emphasizes companies at the lower end of the market capitalization spectrum, often in dynamic sectors including technology, healthcare, industrials, and consumer defensive industries. The fund applies sector weighting guidelines to maintain diversification, ensuring exposure remains balanced across major sectors. It is broadly diversified, with its top ten holdings making up around 24% of total assets, and avoids concentration in any single stock or sector. Since its inception in 2004, Champlain Small Company Fund Advisor Class has played a role in the small growth category, giving investors exposure to emerging and early-stage companies that often drive innovation and economic growth within the broader U.S. equity market.
Fund Family Champlain Funds
Category Small Growth
Performance Rating Below Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol CIPSX
Share Class Advisor Shares
Index Russell 2000 TR
CIPSX had a total return of -12.26% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.58%.
