Champlain Small Company Fund Institutional Class (CIPNX) Research

The Champlain Small Company Fund Institutional Class typically allocates a minimum of 80% of its total investment capital, including both net assets and any funds obtained through borrowing, to securities of smaller companies. Its primary objective is to achieve capital appreciation. The fund pursues this by mainly purchasing common stocks of small-cap businesses that the Adviser believes possess strong long-term financial health, significant potential for value growth, and attractive market pricing.

Market snapshot

Symbol
CIPNX
Price
$18.49
Day change
+2.49%
Market cap
$1.5B
52-week range
15.75-22.82
Sector
Financial Services
Industry
Asset Management

Peer companies

  • BlackRock Enhanced Equity Dividend Trust (BDJ)
  • Columbia Select Large Cap Equity Fund Institutional 2 Class (CLCRX)
  • BlackRock ESG Capital Allocation Trust (ECAT)
  • Federated Hermes MDT Large Cap Value Fund Service Shares (FSTKX)
  • Federated Hermes MDT Large Cap Value Fund Class R6 (FSTLX)
  • Federated Hermes MDT Large Cap Value Fund Class A (FSTRX)
  • Virtus KAR Small-Cap Growth Fund Class A (PSGAX)
  • Virtus KAR Small-Cap Growth Fund Class C (PSGCX)

Open Champlain Small Company Fund Institutional Class (CIPNX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.