Champlain Mid Cap Adv
PO Box 219009 Kansas City, MO 64121
Map
Phone: 866-773-3238
| Category: | Mid-Cap Growth | | Fund Family: | Champlain Funds | | Net Assets: | 53.21M | | Year-to-Date Return: | 24.61% | | Yield: | 0.04% | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Jun-08 |
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Scott T. Brayman
Lead Manager since
30-Jun-08 | | | Brayman is the Managing Partner and Chief Investment Officer at Champlain and has more than 22 years of investment management experience. Prior to joining Champlain in 2004, he was a Senior Vice President and served as a portfolio manager at NL Capital Management, Inc. from 2003 to 2004, and served as a portfolio manager with Sentinel Advisers, Inc. from 1996 to 2004. Brayman began his career as a credit analyst with the First National Bank of Maryland. Brayman is a Chartered Financial Analyst holder. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $3,000 | | Min Initial Investment, AIP: | $10,000 | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks capital appreciation. The fund invests at least 80% of net assets in securities of medium-sized companies. It seeks capital appreciation by investing mainly in common stocks of medium-sized companies that Champlain Investment Partners, LLC (the "Adviser") believes have strong long-term fundamentals, superior capital appreciation potential and attractive valuations. A medium-sized company is defined as having a market capitalization of less than 15 billion at the time of purchase. |
| Last Dividend
(30-Dec-08):
| 0.00 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 55.00% | | Average for Category:
| 132.16% |
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| Expense | CIPMX | Category
Avg | | Total Expense Ratio: | %
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $707 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,038 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,057 |
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1.23% Nasdaq 
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