Champlain Mid Cap Fund Quote
| CIPMX Fund | USD 22.07 0.18 0.82% |
PerformanceVery Weak
| Odds Of DistressLow
|
Champlain Mid is trading at 22.07 as of the 20th of March 2025; that is 0.82 percent up since the beginning of the trading day. The fund's open price was 21.89. Champlain Mid has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent 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.. More on Champlain Mid Cap
Moving together with Champlain Mutual Fund
Champlain Mutual Fund Highlights
| Thematic Idea | Large Growth Funds (View all Themes) |
| Fund Concentration | Champlain Funds, Large Funds, Mid-Cap Growth Funds, Large Growth Funds, Mid-Cap Growth, Champlain Funds, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Champlain Mid Cap [CIPMX] is traded in USA and was established 20th of March 2025. Champlain Mid is listed under Champlain Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Champlain Funds family. The entity is thematically classified as Large Growth Funds. This fund currently has accumulated 5.5 B in assets under management (AUM) with minimum initial investment of 10 K. Champlain Mid Cap is currently producing year-to-date (YTD) return of 2.19%, while the total return for the last 3 years was 1.72%.
Check Champlain Mid Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Champlain Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Champlain Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Champlain Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Champlain Mid Cap Mutual Fund Constituents
| DOV | Dover | Stock | Industrials | |
| NTRS | Northern Trust | Stock | Financials | |
| ROK | Rockwell Automation | Stock | Industrials | |
| STE | STERIS plc | Stock | Health Care | |
| LH | Laboratory of | Stock | Health Care | |
| COO | The Cooper Companies, | Stock | Health Care | |
| FLO | Flowers Foods | Stock | Consumer Staples | |
| TSCO | Tractor Supply | Stock | Consumer Discretionary |
Champlain Mid Cap Risk Profiles
| Mean Deviation | 0.9066 | |||
| Standard Deviation | 1.59 | |||
| Variance | 2.52 | |||
| Risk Adjusted Performance | (0.13) |
Champlain Mid Against Markets
Other Information on Investing in Champlain Mutual Fund
Champlain Mid financial ratios help investors to determine whether Champlain Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Champlain with respect to the benefits of owning Champlain Mid security.
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |