Champlain Mid Cap Fund Institutional Class
CIPIX
NASDAQ
| Weiss Ratings | CIPIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CIPIX-NASDAQ | Click to Compare |
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| Provider | Champlain Funds | |||
| Manager/Tenure (Years) | Scott Brayman (17), Finn R. McCoy (17), Joseph M. Caligiuri (15), 8 others | |||
| Website | http://www.cipvt.com | |||
| Fund Information | CIPIX-NASDAQ | Click to Compare |
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| Fund Name | Champlain Mid Cap Fund Institutional Class | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jan 03, 2011 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CIPIX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | CIPIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.64% | |||
| Asset Allocation | CIPIX-NASDAQ | Click to Compare |
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| Cash | 0.88% | |||
| Stock | 99.12% | |||
| U.S. Stock | 97.59% | |||
| Non-U.S. Stock | 1.53% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | CIPIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.00% | |||
| 30-Day Total Return | -7.02% | |||
| 60-Day Total Return | -7.92% | |||
| 90-Day Total Return | -8.55% | |||
| Year to Date Total Return | -8.68% | |||
| 1-Year Total Return | 2.19% | |||
| 2-Year Total Return | -7.79% | |||
| 3-Year Total Return | 8.86% | |||
| 5-Year Total Return | 0.08% | |||
| Price | CIPIX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CIPIX-NASDAQ | Click to Compare |
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| Nav | $18.93 | |||
| 1-Month Low NAV | $18.41 | |||
| 1-Month High NAV | $20.36 | |||
| 52-Week Low NAV | $18.41 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $25.15 | |||
| 52-Week High Price (Date) | Jul 25, 2025 | |||
| Beta / Standard Deviation | CIPIX-NASDAQ | Click to Compare |
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| Beta | 1.13 | |||
| Standard Deviation | 15.06 | |||
| Balance Sheet | CIPIX-NASDAQ | Click to Compare |
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| Total Assets | 2.52B | |||
| Operating Ratios | CIPIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.84% | |||
| Turnover Ratio | 44.00% | |||
| Performance | CIPIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.47% | |||
| Last Bear Market Total Return | -19.51% | |||