Champlain Small Company Fund

Frequently Asked Questions About CIPSX

What does CIPSX invest in?

Under typical market conditions, this fund allocates a minimum of 80% of its total assets—including any funds acquired through borrowing—to the securities of smaller corporations. The primary aim is to enhance capital value by concentrating investments in the common stocks of small-capitalization companies. These companies are selected by the Adviser based on their perceived strong underlying long-term business health, exceptional potential for capital appreciation, and attractive pricing.

What is the expense ratio of CIPSX?

Champlain Small Company Fund (CIPSX) charges an expense ratio of 1.24%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CIPSX?

Champlain Small Company Fund (CIPSX) manages $1.40B 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 CIPSX actively managed or an index fund?

CIPSX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was CIPSX launched?

Champlain Small Company Fund (CIPSX) launched in December 2004 and is managed by the fund issuer.

How has CIPSX performed?

CIPSX'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.