Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | CIPSX Insights | CIPSX Score | CIPSX Performance | CIPSX News | CIPSX Allocation | CIPSX Holdings Change

Champlain Small Company Adv (CIPSX) Fund Ranking and Research

Ranking, Research and Recommendation of Champlain Small Company Adv (CIPSX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Champlain Small Company Adv Fund (CIPSX) ManagerFund Manager - Scott T. Brayman

Fund Manager Information

Fund Manager Tenure: 14.9 years
Fund Family: Champlain Funds
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.79)     (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 Small Company Adv Fund (CIPSX) ProfileChamplain Small Company Adv Fund (CIPSX) Profile

Fund Profile and Description

Champlain Small Company Adv Fund seeks capital appreciation. Champlain Small Company Adv Fund invests at least 80% of net assets in securities of small companies. A small company is defined as having a market capitalization of less than $2.5 billion at the time of purchase. Champlain Small Company Adv Fund mainly invests in common stocks of small companies that Champlain Investment Partners, LLC (the "Adviser") believes have strong long-term fundamentals, superior capital appreciation potential and attractive valuations.

 

Champlain Small Company Adv (CIPSX) Fund Strength What we like about Champlain Small Company Adv (CIPSX) Fund

Data for Champlain Small Company Adv Fund (CIPSX) as of May 30, 2016

  • Champlain Small Company Adv Fund (CIPSX) management has been with Champlain Small Company Adv Fund for 14.9 years
  • Champlain Small Company Adv Fund (CIPSX) has good short-term performance (1-year return 1.73% vs -7.74% Small Growth category median performance)
  • Champlain Small Company Adv Fund (CIPSX) has good mid-term performance (3-year return 7.97% vs 6.86% Small Growth category median performance)
  • Champlain Small Company Adv Fund (CIPSX) has good Long-term performance (5-year return 8.63% vs 7.01% Small Growth category median performance)
  • Champlain Small Company Adv Fund (CIPSX) ratio of up-years vs down years is greater than 2
  • Champlain Small Company Adv Fund (CIPSX) has a Morningstar rating of 4 and above
  • Champlain Small Company Adv Fund (CIPSX) has an annual stock turnover rate of 37.00% vs Small Growth average of 63.11%. It is good that Champlain Small Company Adv management does not trade extensively for its return.
  • Champlain Small Company Adv Fund (CIPSX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.51, lower than category average of 15.82

Champlain Small Company Adv Fund (CIPSX) Weakness What we are cautious about Champlain Small Company Adv (CIPSX) Fund

Data for Champlain Small Company Adv Fund (CIPSX) as of May 30, 2016

  • Champlain Small Company Adv Fund (CIPSX) has a higher expense ratio of 1.38% than its Small Growth average of 1.31%
  • Even though Champlain Small Company Adv Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Champlain Small Company Adv Fund (CIPSX) performance details as of May 30, 2016

 

What do you think?

 

Compare Champlain Small Company Adv Fund (CIPSX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Champlain Small Company Adv4.361.737.978.63
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Champlain Small Company Adv Fund (CIPSX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Champlain Small Company Adv Fund (CIPSX) Net Asset TrackingChamplain Small Company Adv (CIPSX) Fund Net Asset

Track net asset change of Champlain Small Company Adv fund (CIPSX)

DateNet Asset
05/2016$1.06B
03/2016$1.02B
02/2016$1.04B
More historic net asset information on Champlain Small Company Adv Fund (CIPSX)

  

Graph of Champlain Small Company Adv Fund (CIPSX) Portfolio TrackingChamplain Small Company Adv (CIPSX) Fund Portfolio Allocation

Track portfolio allocation change of Champlain Small Company Adv fund (CIPSX)

DateCashStockBondOther
01/20164.3%95.7%0%0%
10/20154.24%95.76%0%0%
07/20154.05%95.95%0%0%
Click here to see more historic asset allocation information on Champlain Small Company Adv Fund (CIPSX)

 

graph of Champlain Small Company Adv Fund (CIPSX) Top 10 Position TrackingTop 10 Holdings in Champlain Small Company Adv (CIPSX) Fund

Discover what Champlain Small Company Adv Fund (CIPSX) manager is buying

Jan 30, 2016
Endurance Specialty Holdings Lt [2.79%]
CST Brands, Inc. Common Stock [2.74%]
Integra LifeSciences Holdings C [2.72%]
Treehouse Foods, Inc. Common St [2.69%]
Allied World Assurance Company [2.63%]
UMB Financial Corporation [2.55%]
Wolverine World Wide, Inc. Comm [2.47%]
CLARCOR Inc. Common Stock [2.45%]
John Wiley & Sons Inc Class A [2.24%]
Blackbaud, Inc. [2.13%]

Oct 30, 2015
Endurance Specialty Holdings Lt [2.64%]
John Wiley & Sons Inc Class A [2.47%]
UMB Financial Corporation [2.44%]
Integra LifeSciences Holdings C [2.41%]
Qualys, Inc. [2.41%]
CLARCOR Inc. Common Stock [2.39%]
Treehouse Foods, Inc. Common St [2.34%]
LogMein, Inc. [2.3%]
WEX Inc. common stock [2.3%]
CST Brands, Inc. Common Stock [2.19%]

Jul 30, 2015
Endurance Specialty Holdings Lt [2.87%]
UMB Financial Corporation [2.52%]
Integra LifeSciences Holdings C [2.44%]
CLARCOR Inc. Common Stock [2.39%]
WEX Inc. common stock [2.33%]
Blackbaud, Inc. [2.2%]
Treehouse Foods, Inc. Common St [2.14%]
Qualys, Inc. [2.09%]
LogMein, Inc. [2.07%]
Financial Engines, Inc. [2.06%]
Click here for Stock Holding Change Map in Champlain Small Company Adv Fund (CIPSX)

  

Latest News on Champlain Small Company Adv (CIPSX) Fund

See what is happening with Champlain Small Company Adv Fund (CIPSX)

    No recent news

 

Champlain Small Company Adv Fund (CIPSX) Related ResourcesSee more information on Champlain Small Company Adv (CIPSX) Fund

Popular pages on Champlain Small Company Adv (CIPSX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update