Champlain Mutual Funds List
Here you can find all mutual funds issued by Champlain and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 1.06%
- Avg. 1 Year Return
- -4.33%
- Avg. 5 Year Return
- 0.09%
- Median Risk/Return Score
- 4 / 100
Champlain Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Champlain Mid Cap Fund Institutional Class | Mid Cap Growth Equities | Jun 30, 2008 | 0.84% | 2.75% | 9.22% | 16.77% | 4 | ||||||||
| Champlain Mid Cap Fund | Mid Cap Growth Equities | Jun 30, 2008 | 1.09% | 2.60% | 9.77% | 17.71% | 4 | ||||||||
| Champlain Small Company Fund | Small Cap Growth Equities | Nov 30, 2004 | 1.26% | 6.88% | 6.90% | 0.00% | 1 |
Explore top Champlain Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Champlain Mutual funds by Risk/Return Score
The top Champlain Mutual funds by PortfoliosLab Risk/Return Score are CIPMX (4) and CIPIX (4).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Champlain Mid Cap Fund | 4 | — | Jun 2008 | |
| Champlain Mid Cap Fund Institutional Class | 4 | — | Jun 2008 | |
| Champlain Small Company Fund | 1 | — | Nov 2004 |
Best-Performing Champlain Mutual funds Over 5 Years
The top Champlain Mutual funds is CIPMX (1.38%).
Across the lineup, Champlain Mutual funds show an average 1-year return of -4.33% and an average 5-year return of 0.09%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Champlain Mid Cap Fund | 1.38% | — | Jun 2008 | |
| Champlain Mid Cap Fund Institutional Class | 0.10% | — | Jun 2008 | |
| Champlain Small Company Fund | -1.22% | — | Nov 2004 |
Lowest-Cost Champlain Mutual funds
The top Champlain Mutual funds is CIPIX (0.84%).
With an average expense ratio of 1.06%, Champlain Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Champlain Mid Cap Fund Institutional Class | 0.84% | — | Jun 2008 | |
| Champlain Mid Cap Fund | 1.09% | — | Jun 2008 | |
| Champlain Small Company Fund | 1.26% | — | Nov 2004 |
Highest-Yield Champlain Mutual funds
The top Champlain Mutual funds is CIPMX (17.71%).
Across the lineup, Champlain Mutual funds show an average dividend yield of 11.49%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Champlain Mid Cap Fund | 17.71% | — | Jun 2008 | |
| Champlain Mid Cap Fund Institutional Class | 16.77% | — | Jun 2008 | |
| Champlain Small Company Fund | 0.00% | — | Nov 2004 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.