Champlain Funds Fund Family Report
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  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return5.59-0.3022.8715.328.39
    Category Average4.23-1.968.2423.193.11
    Assets for Each Yr*2.032.152.483.454.38
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family 8.39 15.16 11.09

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,376 mil $10,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.3 99.93 1.10 Average
    International Stock 2.0 0.07 1.50 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-14-18

      Sector YTD Return % % Net Assets  
    Integra Lifesciences Holdings Co* Healthcare 9.74 2.97
    John Wiley & Sons Inc Class A* Consumer Cyclical -15.48 1.95
    AptarGroup Inc* Consumer Cyclical 19.84 1.78
    Red Hat Inc* Technology 44.30 1.59
    Everest Re Group Ltd* Financial Services -2.35 1.53
    Splunk Inc* Technology 18.01 1.49
    Northern Trust Corp* Financial Services -2.58 1.46
    Waters Corp* Healthcare 1.06 1.42
    Pure Storage Inc A* Technology 19.67 1.39
    Treehouse Foods Inc* Consumer Defensive 1.21 1.39
    Arthur J. Gallagher & Co* Financial Services 22.71 1.38
    Okta Inc A* Technology 114.21 1.35
    Palo Alto Networks Inc* Technology 21.97 1.34
    Medidata Solutions Inc* Technology 8.62 1.30
    Flowers Foods Inc* Consumer Defensive 4.25 1.27
    Workday Inc Class A* Technology 30.13 1.27
    Guidewire Software Inc* Technology 13.71 1.14
    LogMeIn Inc* Technology -26.59 1.10
    Tractor Supply Co* Consumer Cyclical 27.20 1.09
    Dentsply Sirona Inc* Healthcare -44.75 1.06

    Best 5-Year Relative Performance | More
    11-14-18

    Fund Name 5-Yr Rank Analyst Report  
    Champlain Mid Cap Adv 5 10-31-18
    Champlain Small Company Adv 20 10-30-18

    Worst 5-Year Relative Performance | More
    11-14-18

    Fund Name 5-Yr Rank Analyst Report  
    Champlain Small Company Adv 20 10-30-18
    Champlain Mid Cap Adv 5 10-31-18

    Lowest Expenses | More
    11-14-18

    Highest Expenses | More
    11-14-18

    Longest Manager Tenure | More
    11-14-18

    Fund Name   Manager Name Avg Manager Tenure  
    Champlain Small Comp Scott T. Brayman 7.80
    Champlain Mid Cap Ad Scott T. Brayman 7.40
    Champlain Emerging M Richard W. Hoss 4.20

    Shortest Manager Tenure | More
    11-14-18

    Fund Name   Manager Name Avg Manager Tenure  
    Champlain Emerging M Richard W. Hoss 4.20
    Champlain Mid Cap Ad Scott T. Brayman 7.40
    Champlain Small Comp Scott T. Brayman 7.80