Champlain Small Fund Quote
| CIPNX Fund | USD 17.71 0.22 1.23% |
PerformanceWeak
| Odds Of DistressLow
|
Champlain Small is trading at 17.71 as of the 3rd of March 2026; that is 1.23 percent down since the beginning of the trading day. The fund's open price was 17.93. Champlain Small has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 3rd of December 2025 and ending today, the 3rd of March 2026. 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
Moving together with Champlain Mutual Fund
Champlain Mutual Fund Highlights
| Thematic Idea | Small Growth Funds (View all Themes) |
| Fund Concentration | Champlain Funds, Large Funds, Small Growth Funds, Small Growth Funds, Small Growth, Champlain Funds, Large, Small Growth (View all Sectors) |
| Update Date | 31st of March 2026 |
| Expense Ratio Date | 1st of May 2025 |
| Fiscal Year End | December |
Champlain Small [CIPNX] is traded in USA and was established 3rd of March 2026. 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. The entity is thematically classified as Small Growth Funds. This fund currently has accumulated 1.35 B in assets under management (AUM) with minimum initial investment of 1000 K. Champlain Small is currently producing year-to-date (YTD) return of 1.2%, while the total return for the last 3 years was 5.05%.
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 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.
Champlain Small Risk Profiles
| Mean Deviation | 0.8382 | |||
| Semi Deviation | 0.9802 | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.17 |
Champlain Small Against Markets
Champlain Mutual Fund Analysis Notes
The fund generated returns of 1.0% over the last ten years. Champlain Small holds 97.09% of assets under management (AUM) in equities. Large For more info on Champlain Small please contact the company at 866-773-3238.Champlain Small Investment Alerts
| The fund holds 97.09% of its assets under management (AUM) in equities |
Champlain Small Thematic Classifications
In addition to having Champlain Small mutual fund in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | Small Growth FundsFunds with small to mid capitalization growth equities |
Top Champlain Small Mutual Fund Constituents
| IART | Integra LifeSciences Holdings | Stock | |
| TENB | Tenable Holdings | Stock | |
| SXT | Sensient Technologies | Stock | |
| QTWO | Q2 Holdings | Stock | |
| LANC | Lancaster Colony | Stock | |
| AVNS | Avanos Medical | Stock | |
| FUL | H B Fuller | Stock | |
| UMBF | UMB Financial | Stock | |
| MSA | MSA Safety | Stock | |
| WWW | Wolverine World Wide | Stock | |
| YEXT | Yext Inc | Stock | |
| WEX | Wex Inc | Stock | |
| WWD | Woodward | Stock | |
| THS | Treehouse Foods | Stock | |
| QLYS | Qualys Inc | Stock | |
| CVLT | CommVault Systems | Stock | |
| SMPL | Simply Good Foods | Stock | |
| CNMD | CONMED | Stock | |
| PSTG | Pure Storage | Stock |
Champlain Small Outstanding Bonds
Champlain Small issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Champlain Small uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Champlain bonds can be classified according to their maturity, which is the date when Champlain Small has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Champlain Small Predictive Daily Indicators
Champlain Small intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Champlain Small mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 17.71 | |||
| Day Typical Price | 17.71 | |||
| Price Action Indicator | (0.11) | |||
| Period Momentum Indicator | (0.22) | |||
| Relative Strength Index | 7.11 |
Champlain Small Forecast Models
Champlain Small's time-series forecasting models are one of many Champlain Small's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Champlain Small's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.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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