Champlain Mid Cap Fund Institutional (CIPIX)
19.31
+0.02
(+0.10%)
USD |
Mar 13 2026
CIPIX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | -0.03% |
| Stock | 98.50% |
| Bond | 0.90% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.62% |
Market Capitalization
As of December 31, 2025
| Large | 8.24% |
| Mid | 34.48% |
| Small | 57.27% |
Region Exposure
| Americas | 97.67% |
|---|---|
|
North America
|
95.91% |
| United States | 95.91% |
|
Latin America
|
1.76% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 1.71% |
|---|---|
| United Kingdom | 0.53% |
|
Europe Developed
|
1.17% |
| Ireland | 1.17% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 0.62% |
|---|
Stock Sector Exposure
| Cyclical |
|
27.93% |
| Materials |
|
0.00% |
| Consumer Discretionary |
|
8.84% |
| Financials |
|
19.08% |
| Real Estate |
|
0.00% |
| Sensitive |
|
45.51% |
| Communication Services |
|
0.65% |
| Energy |
|
0.00% |
| Industrials |
|
24.96% |
| Information Technology |
|
19.91% |
| Defensive |
|
25.68% |
| Consumer Staples |
|
5.77% |
| Health Care |
|
19.91% |
| Utilities |
|
0.00% |
| Not Classified |
|
0.88% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
0.88% |
As of December 31, 2025
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |