CIPIX

About CIPIX

Champlain Mid Cap Fund Institutional Class is a mutual fund focused on achieving capital appreciation by primarily investing in common stocks of medium-sized U.S. companies. The fund pursues a diversified approach, typically holding between 50 and 75 stocks, and may also allocate, to a lesser extent, to small and large companies when they present attractive long-term fundamentals and valuation opportunities. Managed by Champlain Investment Partners, an independent, employee-owned firm with established expertise in small and mid-cap equities, the fund employs a disciplined investment process aimed at balancing growth potential with risk management—including both business and valuation risk. Categorized as a mid-cap growth fund, it targets firms with superior appreciation potential, robust fundamentals, and attractive pricing, drawing from indices like the Russell Midcap and S&P MidCap 400. Available to institutional investors, it has a relatively high minimum initial investment and maintains a competitive expense ratio within its category. The fund’s portfolio is spread across sectors such as technology, industrials, financial services, and healthcare, reflecting its broad reach and strategic sector diversification.