Champlain Small Fund Quote
| CIPNX Fund | USD 22.41 0.05 0.22% |
PerformanceGood
| Odds Of DistressLow
|
Champlain Small is trading at 22.41 as of the 21st of July 2025; that is 0.22 percent down since the beginning of the trading day. The fund's open price was 22.46. Champlain Small has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. 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 | 30th of June 2025 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Champlain Small [CIPNX] is traded in USA and was established 21st of July 2025. 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 0.18%, while the total return for the last 3 years was 12.18%.
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
| WWW | Wolverine World Wide | Stock | Consumer Discretionary | |
| FRPT | Freshpet | Stock | Consumer Staples | |
| YEXT | Yext Inc | Stock | Information Technology | |
| THS | Treehouse Foods | Stock | Consumer Staples | |
| CNMD | CONMED | Stock | Health Care | |
| QLYS | Qualys Inc | Stock | Information Technology | |
| UMBF | UMB Financial | Stock | Financials | |
| PSTG | Pure Storage | Stock | Information Technology |
Champlain Small Risk Profiles
| Mean Deviation | 0.8711 | |||
| Semi Deviation | 0.9261 | |||
| Standard Deviation | 1.21 | |||
| Variance | 1.47 |
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.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |