Champlain Small Fund Quote
| CIPNX Fund | USD 25.05 0.39 1.58% |
Performance9 of 100
| Odds Of DistressLess than 18
|
Champlain Small is trading at 25.05 as of the 22nd of November 2024; that is 1.58 percent up since the beginning of the trading day. The fund's open price was 24.66. Champlain Small has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Champlain Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. 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
| 0.91 | CIPMX | Champlain Mid Cap | PairCorr |
| 0.91 | CIPIX | Champlain Mid Cap | PairCorr |
| 0.91 | VSGAX | Vanguard Small Cap | PairCorr |
| 0.91 | VSGIX | Vanguard Small Cap | PairCorr |
| 0.91 | VISGX | Vanguard Small Cap | PairCorr |
Moving against 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 (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Champlain Small [CIPNX] is traded in USA and was established 22nd of November 2024. 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 2.52 B in assets under management (AUM) with minimum initial investment of 1000 K. Champlain Small is currently producing year-to-date (YTD) return of 14.5%, while the total return for the last 3 years was -0.33%.
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.
Top Champlain Small Mutual Fund Constituents
| THS | Treehouse Foods | Stock | Consumer Staples | |
| BLKB | Blackbaud | Stock | Information Technology | |
| QTWO | Q2 Holdings | Stock | Information Technology | |
| MSA | MSA Safety | Stock | Industrials | |
| IART | Integra LifeSciences Holdings | Stock | Health Care | |
| YEXT | Yext Inc | Stock | Information Technology | |
| ARGO | Argo Group International | Stock | Financials | |
| JBT | John Bean Technologies | Stock | Industrials |
Champlain Small Risk Profiles
| Mean Deviation | 0.8259 | |||
| Semi Deviation | 0.8748 | |||
| Standard Deviation | 1.21 | |||
| Variance | 1.46 |
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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