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Champlain Mid Cap Adv (CIPMX) Fund Ranking and Research

Ranking, Research and Recommendation of Champlain Mid Cap Adv (CIPMX) Fund

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Graph of Champlain Mid Cap Adv Fund (CIPMX) ManagerFund Manager - Scott T. Brayman

Fund Manager Information

Fund Manager Tenure: 10.8 years
Fund Family: Champlain Funds
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.81)     (What does this score mean?)
Brayman is the Managing Partner and Chief Investment Officer at Champlain and has more than 22 years of investment management experience. Prior to joining Champlain in 2004, he was a Senior Vice President and served as a portfolio manager at NL Capital Management, Inc. from 2003 to 2004, and served as a portfolio manager with Sentinel Advisers, Inc. from 1996 to 2004. Brayman began his career as a credit analyst with the First National Bank of Maryland. Brayman is a Chartered Financial Analyst holder.  Get more insights on Scott T. Brayman

 

Graph of Champlain Mid Cap Adv Fund (CIPMX) ProfileChamplain Mid Cap Adv Fund (CIPMX) Profile

Fund Profile and Description

Champlain Mid Cap Adv Fund seeks capital appreciation. Champlain Mid Cap Adv Fund invests at least 80% of net assets in securities of medium-sized companies. It seeks capital appreciation by investing mainly in common stocks of medium-sized companies that Champlain Investment Partners, LLC (the "Adviser") believes have strong long-term fundamentals, superior capital appreciation potential and attractive valuations. A medium-sized company is defined as having a market capitalization of less than $15 billion at the time of purchase.

 

Champlain Mid Cap Adv (CIPMX) Fund Strength What we like about Champlain Mid Cap Adv (CIPMX) Fund

Data for Champlain Mid Cap Adv Fund (CIPMX) as of May 30, 2016

  • Champlain Mid Cap Adv Fund (CIPMX) management has been with Champlain Mid Cap Adv Fund for 10.8 years
  • Champlain Mid Cap Adv Fund (CIPMX) has good short-term performance (1-year return 2.70% vs -5.73% Mid-Cap Growth category median performance)
  • Champlain Mid Cap Adv Fund (CIPMX) has good mid-term performance (3-year return 11.66% vs 8.38% Mid-Cap Growth category median performance)
  • Champlain Mid Cap Adv Fund (CIPMX) has good Long-term performance (5-year return 10.28% vs 7.70% Mid-Cap Growth category median performance)
  • Champlain Mid Cap Adv Fund (CIPMX) ratio of up-years vs down years is greater than 2
  • Champlain Mid Cap Adv Fund (CIPMX) has a Morningstar rating of 4 and above
  • Asset base in Champlain Mid Cap Adv Fund (CIPMX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Champlain Mid Cap Adv Fund (CIPMX) has an annual stock turnover rate of 46.00% vs Mid-Cap Growth average of 50.96%. It is good that Champlain Mid Cap Adv management does not trade extensively for its return.
  • Champlain Mid Cap Adv Fund (CIPMX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.43, lower than category average of 13.49

Champlain Mid Cap Adv Fund (CIPMX) Weakness What we are cautious about Champlain Mid Cap Adv (CIPMX) Fund

Data for Champlain Mid Cap Adv Fund (CIPMX) as of May 30, 2016

  • Champlain Mid Cap Adv Fund (CIPMX) has a higher expense ratio of 1.29% than its Mid-Cap Growth average of 1.28%
  • Even though Champlain Mid Cap Adv Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Champlain Mid Cap Adv Fund (CIPMX) performance details as of May 30, 2016

 

What do you think?

 

Compare Champlain Mid Cap Adv Fund (CIPMX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Champlain Mid Cap Adv8.002.7011.6610.28
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Champlain Mid Cap Adv Fund (CIPMX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Champlain Mid Cap Adv Fund (CIPMX) Net Asset TrackingChamplain Mid Cap Adv (CIPMX) Fund Net Asset

Track net asset change of Champlain Mid Cap Adv fund (CIPMX)

DateNet Asset
05/2016$834.66M
03/2016$758.94M
02/2016$694.04M
More historic net asset information on Champlain Mid Cap Adv Fund (CIPMX)

  

Graph of Champlain Mid Cap Adv Fund (CIPMX) Portfolio TrackingChamplain Mid Cap Adv (CIPMX) Fund Portfolio Allocation

Track portfolio allocation change of Champlain Mid Cap Adv fund (CIPMX)

DateCashStockBondOther
01/20162.15%97.82%0%0.03%
10/20150.54%98.35%0%1.11%
07/20152.18%97.81%0%0.01%
Click here to see more historic asset allocation information on Champlain Mid Cap Adv Fund (CIPMX)

 

graph of Champlain Mid Cap Adv Fund (CIPMX) Top 10 Position TrackingTop 10 Holdings in Champlain Mid Cap Adv (CIPMX) Fund

Discover what Champlain Mid Cap Adv Fund (CIPMX) manager is buying

Jan 30, 2016
J.M. Smucker Company (The) New [3.3%]
Flowers Foods, Inc. Common Stoc [3.18%]
St. Jude Medical, Inc. Common S [3.1%]
Endurance Specialty Holdings Lt [2.77%]
Allied World Assurance Company [2.74%]
Red Hat, Inc. Common Stock [2.57%]
SolarWinds Inc [2.51%]
Rockwell Automation, Inc. Commo [2.46%]
Dover Corporation Common Stock [2.4%]
Commerce Bancshares, Inc. [2.35%]

Oct 30, 2015
Solarwinds, Inc. Common Stock [3.55%]
Red Hat, Inc. Common Stock [3.18%]
St. Jude Medical, Inc. Common S [3.13%]
J.M. Smucker Company (The) New [3.12%]
Flowers Foods, Inc. Common Stoc [3.05%]
McCormick & Company, Incorporat [2.86%]
Endurance Specialty Holdings Lt [2.62%]
Rockwell Automation, Inc. Commo [2.53%]
Dover Corporation Common Stock [2.5%]
WEX Inc. common stock [2.45%]

Jul 30, 2015
St. Jude Medical, Inc. Common S [3.48%]
McCormick & Company, Incorporat [3.21%]
Red Hat, Inc. Common Stock [3.04%]
Flowers Foods, Inc. Common Stoc [2.95%]
J.M. Smucker Company (The) New [2.84%]
Rockwell Automation, Inc. Commo [2.54%]
Endurance Specialty Holdings Lt [2.47%]
WEX Inc. common stock [2.37%]
Informatica Corporation [2.32%]
Dover Corporation Common Stock [2.32%]
Click here for Stock Holding Change Map in Champlain Mid Cap Adv Fund (CIPMX)

  

Latest News on Champlain Mid Cap Adv (CIPMX) Fund

See what is happening with Champlain Mid Cap Adv Fund (CIPMX)

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