Champlain Mid Cap Fund Advisor Class
CIPMX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Advisors Inner Circle Fund II MA United States of America
- IPO Date
- Jul 1, 2008
- CIK
- 0000890540
- Website
- cipvt.com
- Similar Companies
- Business
- Champlain Mid Cap Fund Advisor Class (CIPMX) is an open-end mutual fund managed by Champlain Investment Partners, LLC, that seeks capital appreciation by investing at least 80% of its net assets in securities of medium-sized companies with strong long-term fundamentals, superior growth potential, and attractive valuations; the portfolio typically comprises 50 to 75 common stocks drawn primarily from the Russell Midcap, S&P MidCap 400, and to a lesser extent the S&P 500 indices. The fund offers Advisor Class shares with a net expense ratio of 1.09%, a minimum initial investment of $10,000, and as of recent data manages approximately $150 million in share class assets within Champlain Investment Partners' broader $13.81 billion assets under management as of September 30, 2025. Launched on July 1, 2008, the fund operates in the mid-cap growth category, targeting institutional and individual investors such as endowments, foundations, pension plans, and family offices primarily in the United States. Champlain Investment Partners, the fund's adviser, is an independent, employee-owned asset management firm founded in 2004 and headquartered in Burlington, Vermont, focusing on absolute returns and risk management across strategies including mid-cap equity. The firm serves a diverse client base with geographic operations centered in the U.S., emphasizing long-term stock selection in medium-sized companies alongside limited exposure to small- and large-cap equities. In recent developments, Champlain Investment Partners expanded its portfolio through strategic acquisitions such as a significant stake in OneStream Inc. with 3,438,838 shares purchased as of December 31, 2024, reflecting confidence in technology sector growth; the firm also adjusted holdings by adding new positions like Chewy, Inc. and increasing stakes in others while trimming select names such as Graco Inc. in Q2 2025. As of Q3 2025, the firm's 13F filings showed $13.26 billion in market value across 135 holdings, with 7 new purchases and adjustments to 34 added and 93 reduced positions, underscoring ongoing portfolio optimization amid market conditions. The CIPMX fund itself reported a year-to-date return of 1.09% and an ex-dividend date of December 18, 2024, with total fund assets reaching $3.85 billion.