• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down0.16% Nasdaq Down0.08%

    Champlain Mid Cap Adv (CIPMX)

    15.08 Down 0.07(0.46%) Jul 2

    Profile as of May 30, 2015Get Profile for:
    Champlain Mid Cap Adv
    Advisors' Inner Circle (Champlain)PO Box 219009Kansas City, MO 64121
    Map
    Phone: 866-773-3238
    Fund Overview 
    Category:Mid-Cap Growth
    Fund Family:Champlain Funds
    Net Assets:698.14M
    Year-to-Date Return:6.40%
    Yield:0.00%
    Morningstar Rating:4 stars
    Fund Inception Date:Jun 30, 2008
    Morningstar Style Box 
    Mid-Cap Growth
    [View Category Definition]
    View Top Mid-Cap Growth Funds
    About the Morningstar Style Box
    Management Information 
    Scott T. Brayman
    Lead Manager since Jun 30, 2008
    Mr. Scott Brayman has served as Chief Investment Officer and Managing Partner of Champlain Investment Partners, LLC since September 2004. Prior to joining Champlain, Scott was a Senior Vice President at NL Capital Management, Inc and served as a Portfolio Manager with Sentinel Advisors, Inc. He was responsible for managing small cap and core mid cap strategies. He was a Portfolio Manager and Director of Marketing for Argyle Capital Management in Allentown, PA., before joining NL Capital Management, Inc.  Scott began his career as a Credit Analyst with the First National Bank of Maryland. Scott graduated cum laude from the University of Delaware with a BA in Business Administration.  He earned his Chartered Financial Analyst (CFA) designation in 1995 and is a member of the CFA Institute and the Vermont CFA Society.
    Investment Information 
    Min Initial Investment:10,000
    Min Initial Investment, IRA:3,000
    Min Initial Investment, AIP:10,000
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:25
    CIPMX can be purchased from 66 brokerages.

    Fund Summary 
    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 medium-sized companies. It seeks capital appreciation by investing mainly in common stocks of medium-sized companies that the Adviser believes have strong long-term fundamentals, superior capital appreciation potential and attractive valuations.

    Fund Operations 
    Last Dividend (Apr 29, 2014) : 0.00
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jun 30, 2015) : 52.00%
    Average for Category:57.56%
    Fees & Expenses 
    ExpenseCIPMXCategory Avg
    Annual Report Expense Ratio (net):1.29%1.30%
    Prospectus Net Expense Ratio:1.30%N/A
    Prospectus Gross Expense Ratio:1.29%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:N/A5.35%
    Max Deferred Sales Load: N/A2.14%
    3 Yr Expense Projection*:412537
    5 Yr Expense Projection*:713857
    10 Yr Expense Projection*:1,5681,755
    * Per $10,000 invested