Champlain Funds Fund Family Report
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  • Performance
    04-30-19

    Total ReturnCategory Average
    Total Return-0.3022.8715.321.3120.72
    Category Average-1.968.2423.19-6.1422.45
    Assets for Each Yr*2.152.483.454.005.25
    *billions

    Trailing Returns %
    04-30-19

      YTD 3 Year 5 Year    
    Fund Family 20.72 18.92 13.41

    Key Stats
    04-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $5,249 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.1 99.92 1.10 Average
    International Stock 3.0 0.08 1.50 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-16-19

      Sector YTD Return % % Net Assets  
    Treehouse Foods Inc* Consumer Defensive 15.54 1.80
    Everest Re Group Ltd* Financial Services 15.18 1.77
    New Relic Inc* Technology 24.70 1.64
    Nordson Corp* Industrials 16.14 1.56
    Blackbaud Inc* Technology 28.87 1.53
    Medidata Solutions Inc* Technology 34.17 1.52
    Verisk Analytics Inc* Industrials 30.58 1.23
    Sally Beauty Holdings Inc* Consumer Cyclical -4.93 1.21
    Tractor Supply Co* Consumer Cyclical 21.46 1.20
    Flowers Foods Inc* Consumer Defensive 23.66 1.08
    Masimo Corp* Healthcare 35.59 0.89
    Argo Group International Holding* Financial Services 11.24 0.84
    Brown-Forman Corp Class B* Consumer Defensive 10.29 0.80
    Valvoline Inc* Energy -7.15 0.79
    H.B. Fuller Co* Basic Materials 6.57 0.76
    Hostess Brands Inc Class A* Consumer Defensive 23.77 0.75
    Welbilt Inc* Industrials 50.50 0.70
    John Bean Technologies Corp* Industrials 59.59 0.70
    Commerce Bancshares Inc* Financial Services 6.62 0.67
    Q2 Holdings Inc* Technology 48.38 0.65

    Best 5-Year Relative Performance | More
    05-16-19

    Fund Name 5-Yr Rank Analyst Report  
    Champlain Mid Cap Adv 12 10-31-18
    Champlain Small Company Adv 31 10-30-18

    Worst 5-Year Relative Performance | More
    05-16-19

    Fund Name 5-Yr Rank Analyst Report  
    Champlain Small Company Adv 31 10-30-18
    Champlain Mid Cap Adv 12 10-31-18

    Lowest Expenses | More
    05-16-19

    Highest Expenses | More
    05-16-19

    Longest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Champlain Small Comp Scott T. Brayman 7.40
    Champlain Mid Cap Ad Scott T. Brayman 7.10
    Champlain Emerging M Richard W. Hoss 4.70

    Shortest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Champlain Emerging M Richard W. Hoss 4.70
    Champlain Mid Cap Ad Scott T. Brayman 7.10
    Champlain Small Comp Scott T. Brayman 7.40