Champlain Funds Fund Family Report
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  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return5.59-0.3022.8715.323.43
    Category Average4.23-1.968.2423.192.20
    Assets for Each Yr*2.032.152.483.453.66
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family 3.43 12.23 13.18

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,663 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.1 99.89 1.12 Average
    International Stock 2.0 0.11 1.51 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-24-18

      Sector YTD Return % % Net Assets  
    Integra Lifesciences Holdings Co* Healthcare 14.23 2.50
    John Wiley & Sons Inc Class A* Consumer Cyclical 1.55 2.20
    Blackbaud Inc* Technology 11.67 2.07
    LogMeIn Inc* Technology 2.79 1.73
    Red Hat Inc* Technology 33.31 1.66
    AptarGroup Inc* Consumer Cyclical 8.37 1.59
    WEX Inc* Industrials 13.06 1.54
    Splunk Inc* Technology 21.15 1.52
    Treehouse Foods Inc* Consumer Defensive -22.30 1.51
    NuVasive Inc* Healthcare -10.72 1.47
    Catalent Inc* Healthcare 0.41 1.47
    Prosperity Bancshares Inc* Financial Services 8.62 1.45
    Northern Trust Corp* Financial Services 7.58 1.43
    Nordson Corp* Industrials -7.44 1.41
    Laboratory Corp of America Holdi* Healthcare 4.12 1.39
    Medidata Solutions Inc* Technology 11.91 1.39
    Hormel Foods Corp* Consumer Defensive 0.51 1.32
    Guidewire Software Inc* Technology 13.14 1.28
    Palo Alto Networks Inc* Technology 31.96 1.28
    Dentsply Sirona Inc* Healthcare -25.63 1.24

    Best 5-Year Relative Performance | More
    04-24-18

    Fund Name 5-Yr Rank Analyst Report  
    Champlain Mid Cap Adv 11 11-03-17
    Champlain Small Company Adv 42 11-03-17

    Worst 5-Year Relative Performance | More
    04-24-18

    Fund Name 5-Yr Rank Analyst Report  
    Champlain Small Company Adv 42 11-03-17
    Champlain Mid Cap Adv 11 11-03-17

    Lowest Expenses | More
    04-24-18

    Highest Expenses | More
    04-24-18

    Longest Manager Tenure | More
    04-24-18

    Fund Name   Manager Name Avg Manager Tenure  
    Champlain Small Comp Scott T. Brayman 7.20
    Champlain Mid Cap Ad Scott T. Brayman 6.80
    Champlain Emerging M Richard W. Hoss 3.60

    Shortest Manager Tenure | More
    04-24-18

    Fund Name   Manager Name Avg Manager Tenure  
    Champlain Emerging M Richard W. Hoss 3.60
    Champlain Mid Cap Ad Scott T. Brayman 6.80
    Champlain Small Comp Scott T. Brayman 7.20