CIPSX Rating, Research - Champlain Small Company Adv

Champlain Small Company Adv (cipsx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 37

Threats + Weaknesses = 15

When strengths & opportunities substantially exceed threats & weaknesses an investment in the cipsx mutual fund has great long term potential.

Fund Management Team

Champlain Funds

Fund Description Update

Champlain Small Company Adv (CIPSX) Description: CIPSX is a mutual fund, which is an investment that owns a basket of assets. The CIPSX mutual fund was provided by Champlain and this investment vehicle derives the majority of its value from equity holdings (stocks). Champlains mutual fund has a medium management tenure and is in the large fund size classification. CIPSXs minimum initial investment amount is $10000 while the IRA minimum is $3000. CIPSXs expense ratio is roughly 1%. The latest CIPSXs front end load was 0% and the back end load was 0%. The Champlain Small Company Adv (CIPSX) mutual fund falls under the small growth category. CIPSX focuses its investments in USA and CIPSX is not affiliated with a particular industry or fund sector. The Champlain Small Company Adv (CIPSX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CIPSXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CIPSXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests at least 80% of net assets in U.S. traded equity securities (see equity research) of small cap companies. U.S. traded equity securities (see equity research) may include American Depositary Receipts ("ADRs"). The Sub-adviser considers small-cap companies to be companies with market capitalizations similar to those of companies in the Russell 2000 Growth Index. In addition, to implement This investment vehicle strategy, the fund may buy or sell, to a limited extent, derivative instruments.

Management Analysis Update

Champlain Small Company Adv's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update