CMCCX vs CIPIX

Both CIPIX and CMCCX are mutual funds. CIPIX has a higher 5-year return than CMCCX (21.52% vs 19.76%). CIPIX has a lower expense ratio than CMCCX (0.86% vs 1.9%). Below is the comparison between CIPIX and CMCCX.

CIPIX CMCCX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Mid-Cap Growth U.S. Equity: Mid-Cap Growth
Family Champlain Funds Columbia Threadneedle
Net Assets $6.75B $9.30M
Expense Ratio 0.86% 1.90%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $1,000,000.00 $2,000.00
YTD Return 24.81% 18.82%
1-Year Return 7.48% 4.30%
3-Year Return 25.11% 24.92%
5-Year Return 21.52% 19.76%
10-Year Return 17.71% 14.43%

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 24.81%
1-Month Return 2.29%
3-Month Return 7.48%
1-Year Return 7.48%
3-Year Return 25.11%
5-Year Return 21.52%
10-Year Return 17.71%
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%

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CMCCX description

The Fund seeks significant capital appreciation by investing, under normal market conditions, at least 80% of its net assets in stocks of companies with a market capitalization, at the time of initial purchase, equal to or less than the largest stock in the Russell Midcap Index.

CMCCX performance & returns

YTD Return 18.82%
1-Month Return 1.84%
3-Month Return 4.30%
1-Year Return 4.30%
3-Year Return 24.92%
5-Year Return 19.76%
10-Year Return 14.43%
CMCCX expense ratio is 1.9%.

CMCCX holdings

Top 10 Holdings (21.65% of Total Assets)

Name Symbol % Assets
Cadence Design Systems Inc CDNS 2.55%
Ansys Inc ANSS 2.31%
DocuSign Inc DOCU 2.23%
Align Technology Inc ALGN 2.18%
CoStar Group Inc CSGP 2.17%
Lululemon Athletica Inc LULU 2.16%
Chipotle Mexican Grill Inc Class A CMG 2.13%
IDEXX Laboratories Inc IDXX 1.98%
Penumbra Inc PEN 1.97%
GoDaddy Inc A GDDY 1.97%

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