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CHAMX vs CIPIX

Both CHAMX and CIPIX are mutual funds. CHAMX has a lower 5-year return than CIPIX (9.72% vs 19.8%). Below is the comparison between CHAMX and CIPIX.

CHAMX CIPIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Chase Champlain Funds
Net Assets N/A $6.19B
Expense Ratio N/A 0.86%
Management Style active active
Dividend Yield N/A 0.00%
Minimum Investment $3,000.00 $1,000,000.00
YTD Return 0.32% 11.80%
1-Year Return 3.95% 7.77%
3-Year Return 11.09% 19.63%
5-Year Return 9.72% 19.80%
10-Year Return 13.22% 15.84%

CHAMX description

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CHAMX performance & returns

YTD Return 0.32%
1-Month Return 0.32%
3-Month Return 3.95%
1-Year Return 3.95%
3-Year Return 11.09%
5-Year Return 9.72%
10-Year Return 13.22%
CHAMX expense ratio is N/A.

CHAMX holdings

Top 10 Holdings (35.70% of Total Assets)

Name Symbol % Assets
Global Payments Inc GPN 4.79%
EPAM Systems Inc EPAM 4.66%
Keysight Technologies Inc KEYS 3.60%
Kirkland Lake Gold Ltd KL.TO 3.49%
Euronet Worldwide Inc EEFT 3.48%
Carlisle Companies Inc CSL 3.48%
Jabil Inc JBL 3.38%
Booz Allen Hamilton Holding Corp Class A BAH 3.06%
NMI Holdings Inc A NMIH 2.94%
MasTec Inc MTZ 2.82%

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CIPIX description

The Fund seeks capital appreciation. The Fund seeks to invest under normal conditions, at least 80% of its net assets in securities of medium-sized companies, and to a lesser extent small and large sized companies, which have attractive long term fundamentals, superior appreciation potential and attractive valuations.

CIPIX performance & returns

YTD Return 11.80%
1-Month Return 3.80%
3-Month Return 7.77%
1-Year Return 7.77%
3-Year Return 19.63%
5-Year Return 19.80%
10-Year Return 15.84%
CIPIX expense ratio is 0.86%.

CIPIX holdings

Top 10 Holdings (29.40% of Total Assets)

Name Symbol % Assets
Goldman Sachs FS Treasury Intms Instl FTIXX 4.53%
Fortive Corp FTV 2.92%
ServiceNow Inc NOW 2.91%
AMETEK Inc AME 2.83%
Workday Inc Class A WDAY 2.80%
Veeva Systems Inc Class A VEEV 2.78%
Arthur J. Gallagher & Co AJG 2.73%
Everest Re Group Ltd RE 2.68%
Splunk Inc SPLK 2.67%
Bio-Techne Corp TECH 2.55%

Other relevant CIPIX comparisons

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