Champlain Funds Fund Family Report
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  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-0.3022.8715.321.3116.01
    Category Average-1.968.2423.19-6.1421.87
    Assets for Each Yr*2.152.483.454.005.36
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 16.01 13.47 11.64

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $5,364 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 99.93 1.10 Average
    International Stock 3.0 0.07 1.50 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Champlain Small Comp Scott T. Brayman 7.70
    Champlain Mid Cap Ad Scott T. Brayman 7.40
    Champlain Emerging M Richard W. Hoss 5.00

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Champlain Emerging M Richard W. Hoss 5.00
    Champlain Mid Cap Ad Scott T. Brayman 7.40
    Champlain Small Comp Scott T. Brayman 7.70