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CIPMX vs CIPIX

Both CIPIX and CIPMX are mutual funds. CIPIX has a higher 5-year return than CIPMX (19.82% vs 19.51%). CIPIX has a lower expense ratio than CIPMX (0.86% vs 1.11%). Below is the comparison between CIPIX and CIPMX.

CIPIX CIPMX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Champlain Funds Champlain Funds
Net Assets $6.48B $341.00M
Expense Ratio 0.86% 1.11%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $1,000,000.00 $10,000.00
YTD Return 14.04% 13.85%
1-Year Return 4.47% 4.37%
3-Year Return 20.24% 19.94%
5-Year Return 19.82% 19.51%
10-Year Return 15.71% 15.42%

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 14.04%
1-Month Return 2.44%
3-Month Return 4.47%
1-Year Return 4.47%
3-Year Return 20.24%
5-Year Return 19.82%
10-Year Return 15.71%
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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CIPMX 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.

CIPMX performance & returns

YTD Return 13.85%
1-Month Return 2.40%
3-Month Return 4.37%
1-Year Return 4.37%
3-Year Return 19.94%
5-Year Return 19.51%
10-Year Return 15.42%
CIPMX expense ratio is 1.11%.

CIPMX 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 CIPMX comparisons

You may also want to check out the following CIPMX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
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