CIPIX vs FRSGX

Both CIPIX and FRSGX are mutual funds. CIPIX has a lower 5-year return than FRSGX (17.04% vs 17.07%). CIPIX has a higher expense ratio than FRSGX (0.86% vs 0.85%). Below is the comparison between CIPIX and FRSGX.

CIPIX FRSGX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Champlain Funds Franklin Templeton Investments
Net Assets $7.08B $4.19B
Expense Ratio 0.86% 0.85%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $1,000,000.00 $3,000.00
YTD Return -11.53% -7.43%
1-Year Return -11.33% -6.74%
3-Year Return 18.59% 27.76%
5-Year Return 17.04% 17.07%
10-Year Return 15.64% 14.95%

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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FRSGX description

The Fund seeks long-term growth of capital. The Fund invests at least 80% of its net assets in the equity securities of small capitalization and in the equity securities of mid-capitalization companies.

FRSGX performance & returns

YTD Return -7.43%
1-Month Return -4.38%
3-Month Return -6.74%
1-Year Return -6.74%
3-Year Return 27.76%
5-Year Return 17.07%
10-Year Return 14.95%
FRSGX expense ratio is 0.85%.

FRSGX holdings

Top 10 Holdings (23.06% of Total Assets)

Name Symbol % Assets
DraftKings Inc Ordinary Shares - Class A DKNG 3.36%
Franklin IFT Money Market INFXX 3.04%
Twilio Inc A TWLO 2.44%
DocuSign Inc DOCU 2.36%
Synopsys Inc SNPS 2.34%
CoStar Group Inc CSGP 2.24%
Verisk Analytics Inc VRSK 1.91%
IDEXX Laboratories Inc IDXX 1.84%
Mettler-Toledo International Inc MTD 1.78%
Veeva Systems Inc Class A VEEV 1.75%

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