Champlain Small Company FundCIPSX
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$1.0B
Expense ratio
1.24%
1-year return
-6.7%
3 years, a year
+2.6%
5 years, a year
-0.9%
Holdings
83
What it aims to do.
The Champlain Small Company Fund (the Small Company Fund or the Fund) seeks capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MTDR Matador Resources Company | 2.25% |
| NOVT Novanta Inc. | 2.09% |
| Spx Technologies, Inc. | 2.02% |
| SSD Simpson Manufacturing Co., Inc. | 2.02% |
| SXI Standex International Corporation | 2.01% |
| PEN Penumbra, Inc. | 1.98% |
| N/A | 1.95% |
| NTNX Nutanix, Inc. | 1.95% |
| SNEX Stonex Group Inc. | 1.94% |
| CSW Csw Industrials, Inc. | 1.93% |
More on CIPSX.
- CIPSX overview
- CIPSX holdings
- CIPSX risk
- CIPSX costs
- CIPSX money in and out
- CIPSX share classes
- Compare CIPSX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.