Champlain Small Company Fund
Shareclass
Champlain Small Company Adv (CIPSX)
Type
Open-end mutual fund
Manager
Gender equality score
39
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 2,392 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
21/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
15/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Champlain Small Company Fund CIPSX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Planet Fitness Inc Class A1.4% of assets$28.18M invested
- 2. Novanta Inc1.1% of assets$22.15M invested
- 3. Valvoline Inc0.61% of assets$12.3M invested
- 4. Braze Inc Class A1.95% of assets$39.16M invested
- 5. Penumbra Inc2.18% of assets$43.93M invested
- 6. Freshpet Inc1.51% of assets$30.36M invested
- 7. Shake Shack Inc Class A0.52% of assets$10.38M invested
- 8. Confluent Inc Class A1.75% of assets$35.17M invested
- 9. AtriCure Inc1.35% of assets$27.2M invested
- 10. Bath & Body Works Inc0.66% of assets$13.32M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Servisfirst Bancshares Inc1.96% of assets$39.4M invested
- 2. RBC Bearings Inc1.19% of assets$23.93M invested
- 3. Celsius Holdings Inc1.5% of assets$30.16M invested
- 4. Globus Medical Inc Class A1.6% of assets$32.24M invested
- 5. Clearwater Analytics Holdings Inc Class A0.88% of assets$17.66M invested
- 6. Ollie's Bargain Outlet Holdings Inc0.95% of assets$19.2M invested
- 7. StoneX Group Inc0.15% of assets$3.02M invested
- 8. First Financial Bankshares Inc1.73% of assets$34.79M invested
- 9. J&J Snack Foods Corp0.96% of assets$19.39M invested
- 10. ESAB Corp1.94% of assets$38.98M invested
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Financial performance
Performance data provided by
Find more financial data on CIPSX at Morningstar.com
Find more financial data on CIPSX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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