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Champlain Mid Cap Adv (CIPMX)

15.14 Up 0.13(0.87%) Oct 24

Profile as of Sep 29, 2014Get Profile for:
Champlain Mid Cap Adv
PO Box 219009Kansas City, MO 64121
Phone: 866-773-3238
Fund Overview 
Category:Mid-Cap Growth
Fund Family:Champlain Funds
Net Assets:663.04M
Year-to-Date Return:2.80%
Morningstar Rating:4 stars
Fund Inception Date:Jun 30, 2008
Morningstar Style Box 
Mid-Cap Growth
[View Category Definition]
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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 65 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 : 0.00
Last Cap Gain (Dec 11, 2013) : 0.00
Annual Holdings Turnover (Oct 22, 2014) : 52.00%
Average for Category:56.68%
Fees & Expenses 
ExpenseCIPMXCategory Avg
Annual Report Expense Ratio (net):1.29%1.31%
Prospectus Net Expense Ratio:1.30%N/A
Prospectus Gross Expense Ratio:1.30%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:N/A5.39%
Max Deferred Sales Load: N/A2.25%
3 Yr Expense Projection*:412559
5 Yr Expense Projection*:713882
10 Yr Expense Projection*:1,5681,802
* Per $10,000 invested