CIPIX vs FMCSX

Both CIPIX and FMCSX are mutual funds. CIPIX has a higher 5-year return than FMCSX (17.04% vs 13.29%). CIPIX has a higher expense ratio than FMCSX (0.86% vs 0.77%). Below is the comparison between CIPIX and FMCSX.

CIPIX FMCSX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Champlain Funds Fidelity Investments
Net Assets $7.08B $6.44B
Expense Ratio 0.86% 0.77%
Management Style active active
Dividend Yield 0.00% 1.15%
Minimum Investment $1,000,000.00 $2,500.00
YTD Return -11.53% -5.17%
1-Year Return -11.33% -3.27%
3-Year Return 18.59% 16.70%
5-Year Return 17.04% 13.29%
10-Year Return 15.64% 13.08%

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 -11.53%
1-Month Return -9.42%
3-Month Return -11.33%
1-Year Return -11.33%
3-Year Return 18.59%
5-Year Return 17.04%
10-Year Return 15.64%
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%

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FMCSX description

The Fund seeks long-term growth of capital. The Fund normally invests at least 80% of its assets in common stocks of companies with medium market capitalizations (which, for purposes of this Fund, are those companies with market capitalizations similar to companies in the Russell Midcap Index or the S&P MidCap 400.

FMCSX performance & returns

YTD Return -5.17%
1-Month Return -2.03%
3-Month Return -3.27%
1-Year Return -3.27%
3-Year Return 16.70%
5-Year Return 13.29%
10-Year Return 13.08%
FMCSX expense ratio is 0.77%.

FMCSX holdings

Top 10 Holdings (16.18% of Total Assets)

Name Symbol % Assets
Fidelity Revere Str Tr N/A 3.16%
NVR Inc NVR 1.86%
Generac Holdings Inc GNRC 1.82%
Molina Healthcare Inc MOH 1.79%
WNS (Holdings) Ltd ADR WNS 1.66%
Hologic Inc HOLX 1.31%
Hess Corp HES 1.25%
Donaldson Co Inc DCI 1.12%
AMETEK Inc AME 1.11%
D.R. Horton Inc DHI 1.10%

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