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Champlain Small Company Adv (CIPSX)

16.53 0.00(0.00%) Jul 11
Prev Close:16.53
YTD Return*:0.59%
Net Assets*:1.36B
Yield*:N/A

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for CIPSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SXT2.5716.90
UMBF2.431.04
CLC2.34-2.60
THS2.3417.14
TRS2.18-2.58

Fund Basics

Morningstar Overall Rating:
Total Assets:1.36B
Category:Small Growth
Annual Report Expense Ratio (net):1.38%

Performance & Risk

YTD Return:0.59%
5y Avg Return:18.19%
Rank in Category (ytd):60
% Rank in Category (ytd):8.11%
Beta (3y):0.98
Morningstar Risk Rating:1

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