Champlain Funds Fund Family Report
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  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return5.59-0.3022.8715.325.77
    Category Average4.23-1.968.2423.192.05
    Assets for Each Yr*2.032.152.483.453.78
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family 5.77 13.45 13.93

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,784 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 5.0 99.90 1.12 Average
    International Stock 2.0 0.10 1.51 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-18-18

      Sector YTD Return % % Net Assets  
    Integra Lifesciences Holdings Co* Healthcare 34.96 2.50
    John Wiley & Sons Inc Class A* Consumer Cyclical 2.69 2.20
    Blackbaud Inc* Technology 4.58 2.07
    LogMeIn Inc* Technology -2.31 1.73
    Red Hat Inc* Technology 35.95 1.66
    AptarGroup Inc* Consumer Cyclical 9.18 1.59
    WEX Inc* Industrials 28.58 1.54
    Splunk Inc* Technology 40.87 1.52
    Treehouse Foods Inc* Consumer Defensive -6.43 1.51
    NuVasive Inc* Healthcare -15.99 1.47
    Catalent Inc* Healthcare -2.09 1.47
    Prosperity Bancshares Inc* Financial Services 6.34 1.45
    Northern Trust Corp* Financial Services 8.36 1.43
    Nordson Corp* Industrials -7.61 1.41
    Laboratory Corp of America Holdi* Healthcare 10.47 1.39
    Medidata Solutions Inc* Technology 22.36 1.39
    Hormel Foods Corp* Consumer Defensive -0.32 1.32
    Guidewire Software Inc* Technology 25.87 1.28
    Palo Alto Networks Inc* Technology 39.20 1.28
    Dentsply Sirona Inc* Healthcare -27.71 1.24

    Best 5-Year Relative Performance | More
    05-18-18

    Fund Name 5-Yr Rank Analyst Report  
    Champlain Mid Cap Adv 12 11-03-17
    Champlain Small Company Adv 32 11-03-17

    Worst 5-Year Relative Performance | More
    05-18-18

    Fund Name 5-Yr Rank Analyst Report  
    Champlain Small Company Adv 32 11-03-17
    Champlain Mid Cap Adv 12 11-03-17

    Lowest Expenses | More
    05-18-18

    Highest Expenses | More
    05-18-18

    Longest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Champlain Small Comp Scott T. Brayman 7.30
    Champlain Mid Cap Ad Scott T. Brayman 6.90
    Champlain Emerging M Richard W. Hoss 3.70

    Shortest Manager Tenure | More
    05-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Champlain Emerging M Richard W. Hoss 3.70
    Champlain Mid Cap Ad Scott T. Brayman 6.90
    Champlain Small Comp Scott T. Brayman 7.30