- What does CIPNX invest in?
- The Champlain Small Company Fund Institutional Class typically allocates a minimum of 80% of its total investment capital, including both net assets and any funds obtained through borrowing, to securities of smaller companies. Its primary objective is to achieve capital appreciation. The fund pursues this by mainly purchasing common stocks of small-cap businesses that the Adviser believes possess strong long-term financial health, significant potential for value growth, and attractive market pricing.
- What is the expense ratio of CIPNX?
- Champlain Small Company Fund Institutional Class (CIPNX) charges an expense ratio of 0.99%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is CIPNX?
- Champlain Small Company Fund Institutional Class (CIPNX) manages $1.45B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is CIPNX actively managed or an index fund?
- CIPNX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was CIPNX launched?
- Champlain Small Company Fund Institutional Class (CIPNX) launched in August 2016 and is managed by the fund issuer.
- How has CIPNX performed?
- CIPNX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
