Champlain Strategic Focus Fund
Shareclass
Champlain Strategic Focus Institutional (CIPTX)
Type
Open-end mutual fund
Manager
Gender equality score
46
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 278 out of 1,105 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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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 Strategic Focus Fund CIPTX
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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. Autodesk Inc2.92% of assets$117,637 invested
- 2. IDEX Corp3.79% of assets$152,746 invested
- 3. Workday Inc Class A2.26% of assets$91,200 invested
- 4. ServiceNow Inc2.55% of assets$102,808 invested
- 5. Waters Corp3.55% of assets$143,106 invested
- 6. Veralto Corp3.48% of assets$140,320 invested
- 7. Rockwell Automation Inc3.83% of assets$154,459 invested
- 8. Fortive Corp1.43% of assets$57,864 invested
- 9. Okta Inc Class A4.96% of assets$199,940 invested
- 10. Tradeweb Markets Inc2.65% of assets$106,872 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. ESAB Corp2.5% of assets$100,659 invested
- 2. Ryan Specialty Holdings Inc Class A2.97% of assets$120,002 invested
- 3. Zscaler Inc6.23% of assets$251,152 invested
- 4. Fastenal Co4.07% of assets$164,010 invested
- 5. Nutanix Inc Class A2.56% of assets$103,194 invested
- 6. Ulta Beauty Inc3.94% of assets$159,059 invested
- 7. AMETEK Inc3.25% of assets$131,196 invested
- 8. Synopsys Inc3.69% of assets$148,677 invested
- 9. Veeva Systems Inc Class A6.71% of assets$270,701 invested
- 10. Datadog Inc Class A4.46% of assets$180,002 invested
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Financial performance
Performance data provided by
Find more financial data on CIPTX at Morningstar.com
Find more financial data on CIPTX at Morningstar.comGender Equality and Returns
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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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