Champlain Small Pany Fund Quote
| CIPSX Fund | USD 20.67 0.15 0.72% |
PerformanceVery Weak
| Odds Of DistressLow
|
Champlain Small is trading at 20.67 as of the 21st of March 2025; that is 0.72 percent down since the beginning of the trading day. The fund's open price was 20.82. Champlain Small has about a 23 % 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 21st of December 2024 and ending today, the 21st 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 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.. More on Champlain Small Pany
Moving together with Champlain Mutual Fund
Champlain Mutual Fund Highlights
| Fund Concentration | Champlain Funds, Large Funds, Small Growth Funds, Small Growth, Champlain Funds (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Champlain Small Pany [CIPSX] is traded in USA and was established 21st of March 2025. Champlain Small is listed under Champlain Funds category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Champlain Funds family. This fund currently has accumulated 2.52 B in assets under management (AUM) with no minimum investment requirementsChamplain Small Pany is currently producing year-to-date (YTD) return of 0.69%, while the total return for the last 3 years was 4.96%.
Check Champlain Small 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 Small Pany 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 Small Pany Mutual Fund Constituents
| INSP | Inspire Medical Systems | Stock | Health Care | |
| YEXT | Yext Inc | Stock | Information Technology | |
| WWW | Wolverine World Wide | Stock | Consumer Discretionary | |
| CVLT | CommVault Systems | Stock | Information Technology | |
| BLKB | Blackbaud | Stock | Information Technology | |
| PSTG | Pure Storage | Stock | Information Technology | |
| AWH | Aspira Womens Health | Stock | Health Care | |
| AVNS | Avanos Medical | Stock | Health Care |
Champlain Small Pany Risk Profiles
| Mean Deviation | 0.9997 | |||
| Standard Deviation | 1.71 | |||
| Variance | 2.93 | |||
| Risk Adjusted Performance | (0.13) |
Champlain Small Against Markets
Other Information on Investing in Champlain Mutual Fund
Champlain Small 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 Small security.
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