Champlain Mid Cap Adv
(CIPMX)
US Markets Closed
AdChoices
15.05
+0.28
+1.90%
:

Previous Close

14.77

Net Assets

534.07M

Yield

0.00%

Front load

None

Expenses

1.29%

Category

Mid-Cap Growth

Morningstar Risk

Low

Morningstar Rating ★★★★
AdChoices
Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • CIPMX

  • Category

    • 2013

    • 37.28%

    • -

    • 2012

    • 11.48%

    • -

    • 2011

    • 2.34%

    • -

    • 2010

    • 20.30%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 14.40%

      • 11.20%

      • 9.01%

      • Q2

      • 1.51%

      • -3.88%

      • 1.17%

      • Q3

      • 8.24%

      • 3.44%

      • -16.83%

      • Q4

      • 9.22%

      • 0.84%

      • 11.58%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Northern Trust Corp

        • 3.03

        • 315,000

        • -687,910

        • Red Hat Inc

        • 2.92

        • 350,000

        • -710,225

        • CareFusion Corp

        • 2.52

        • 400,000

        • -885,680

        • JM Smucker Co

        • 2.43

        • 170,000

        • -382,805

        • Zoetis Inc

        • 2.36

        • 500,000

        • -1,028,565

        • PetSmart Inc

        • 2.35

        • 240,000

        • -518,480

        • Dover Corp

        • 2.34

        • 190,000

        • -428,040

        • Denbury Resources Inc

        • 2.34

        • 960,000

        • -2,099,975

        • St Jude Medical Inc

        • 2.25

        • 240,000

        • -525,880

        • Bed Bath & Beyond Inc

        • 2.23

        • 245,000

        • -566,290

        • Name

        • Rating

        • YTD Return %

          • Hartford MidCap Y

          • ★★★★★
          • 5.28

          • HSBC Opportunity I

          • ★★★★★
          • 1.60

          • Nicholas

          • ★★★★★
          • 6.07

          • RS Mid Cap Growth Y

          • ★★★★★
          • -0.52

          • Principal MidCap C

          • ★★★★★
          • 4.17

          • Eventide Gilead N

          • ★★★★★
          • 7.22

          • Principal MidCap B

          • ★★★★★
          • 3.97

          • Principal MidCap R1

          • ★★★★★
          • 4.43

          • Principal MidCap A

          • ★★★★★
          • 4.79

          • Principal MidCap A Load Waived

          • ★★★★★
          • 4.79

          • Name

          • CIPMX

          • Category

            • Expense Ratio

            • 1.29%

            • 1.33%

            • Net Assets

            • 534.07M

            • 427.77M

            • Dividend Yield

            • 1.14%

            • 0.68

            • Price/Book

            • 2.51

            • 3.28

            • Price/Sales

            • 2.34

            • 1.84

            • Price/Cash Flow

            • 14.15

            • 12.24

            Profile

            Name of Issuer

            Champlain Funds

            Fund Style

            Open

            Fund Manager

            Daniel Butler

            Investment Style

            Medium Blend

            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.

            Purchase Information

            Initial Purchase 10,000
            Initial Purchase: IRA 3,000
            Initial Purchase: AIP 10,000
            Front load None
            Back Load None

            Inception

            6/30/2008