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15 important things you should know about Champlain Funds CIPMX mutual fund

Updated: September 27, 2020
50
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
Bear Case
  • Low net assets
  • High expense ratio
  • Sales load and/or distribution fees

Before we start: if you’re looking for CIPMX “stock” price, you can quickly find it out by visiting Finny and typing "CIPMX quote". If you’re looking for a quick scoop on CIPMX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "CIPMX". You’ll get all this info in one place.

Are you looking to buy or sell CIPMX? Or perhaps you’re looking for CIPMX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this CIPMX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: CIPMX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: CIPMX buy or sell; the pros and cons of investing in CIPMX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to CIPMX.

And here is the list of questions we’ll answer:

  1. Describe Advisors' Inner Circle Fund II: Champlain Mid Cap Fund; Advisor Shares (CIPMX).
  2. What are CIPMX holdings?
  3. What is CIPMX performance? What are CIPMX historical returns?
  4. How many up and down years did CIPMX have historically?
  5. What is CIPMX dividend yield?
  6. What is CIPMX minimum initial investment amount?
  7. What is CIPMX expense ratio?
  8. Does CIPMX have any sales loads or 12b-1 distribution expenses?
  9. What is CIPMX tax efficiency (tax-cost ratio)?
  10. What is CIPMX beta? How would you assess CIPMX risk?
  11. What is CIPMX Sharpe ratio?
  12. What is CIPMX Finny Score? CIPMX buy or sell?
  13. What are the pros of investing in CIPMX? What are CIPMX buy reasons?
  14. What are the cons of investing in CIPMX? What are CIPMX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe Advisors' Inner Circle Fund II: Champlain Mid Cap Fund; Advisor Shares (CIPMX).

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.

2. What are CIPMX top holdings?

CIPMX has 58 stock holdings and 0 bond holdings.

The top 10 holdings represent 27.90% of total assets. Here are the top holdings:

Name Symbol % Assets
ServiceNow Inc NOW 3.16%
Fortive Corp FTV 3.10%
Bio-Techne Corp TECH 3.04%
AMETEK Inc AME 2.96%
Workday Inc Class A WDAY 2.77%
JM Smucker Co SJM 2.71%
Tractor Supply Co TSCO 2.59%
Catalent Inc CTLT 2.58%
Veeva Systems Inc Class A VEEV 2.52%
Splunk Inc SPLK 2.47%

3. What is CIPMX performance? What are CIPMX historical returns?

CIPMX has generated the following returns:

  • 1-month return is -1.88%;
  • 3-month return is 4.69%;
  • 1-year return is 13.16%;
  • 3-year return is 14.46%;
  • 5-year return is 15.01%;
  • 10-year return is 14.26%.

4. How many up and down years did CIPMX have historically?

In the last 10 years, CIPMX had 10 up years and 0 down years.

CIPMX up and down years

5. What is CIPMX dividend yield?

CIPMX yield is 0%.

6. What is CIPMX minimum initial investment amount?

CIPMX minimum initial investment amount is $10.00K.

7. What is CIPMX expense ratio?

CIPMX expense ratio is 1.12%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

CIPMX expenses

8. Does CIPMX have any sales loads or 12b-1 distribution expenses?

CIPMX 12b-1 distribution fee is 0.25. CIPMX front-end sales load is 0. CIPMX back-end sales load is 0.

9. What is CIPMX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 1.07%;
  • 3-year ax cost ratio is 1.44%.
CIPMX tax costs

10. What is CIPMX beta? How would you assess CIPMX risk?

  • 3-year beta is 1.03;
  • 5-year beta is 1.02;
  • 10-year beta is 1.01.
CIPMX Beta

11. What is CIPMX Sharpe ratio?

  • 3-year Sharpe ratio is 0.65;
  • 5-year Sharpe ratio is 0.73;
  • 10-year Sharpe ratio is 0.98.
CIPMX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 50. Our quantitative analysis shows 3 reasons to buy and 3 reasons to sell it, resulting in the Finny Score of 50.

13. What are the pros of investing in CIPMX? What are CIPMX buy reasons?

The following are CIPMX strengths from our perspective:

  • <strong>CIPMX 3-year return</strong> is 14.46%, which is higher than the 3-year return of the benchmark index (Russell Mid Cap TR USD), 7.4%.
  • <strong>CIPMX 5-year return</strong> is 15.01%, which is higher than the 5-year return of the benchmark index (Russell Mid Cap TR USD), 9.31%.
  • <strong>CIPMX 10-year return</strong> is 14.26%, which is higher than the 10-year return of the benchmark index (Russell Mid Cap TR USD), 11.97%.

14. What are the cons of investing in CIPMX? What are CIPMX negatives?

The following are CIPMX weaknesses from our perspective:

  • <strong>CIPMX net assets</strong> are $310.00 million. This fund is not a popular choice with retail investors.
  • <strong>CIPMX expense ratio</strong> is 1.12%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 sales fee. The maximum 12b1 fee is 0.25%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund.
In the CIPMX review, we covered CIPMX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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