Champlain Mid Cap Adv
One Freedom Valley Drive Oaks PA 19456
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Phone: 866-773-3238
| Category: | Mid-Cap Blend | | Fund Family: | Advisors Inner Circle II | | Net Assets: | 28.75M | | Year-to-Date Return: | N/A | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Jun-08 |
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Scott T. Brayman
Lead Manager since
30-Jun-08 | | | Brayman has served as chief investment officer and managing partner of the Adviser since September 2004. In addition, he has led the advisers investment team since September 2004 and is primarily responsible for making investment decisions for the fund. Prior to joining the adviser, Brayman was a senior vice president at NL Capital Management, Inc. He has more than 20 years of investment experience. Brayman is a Chartered Financial Analyst holder. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $3,000 | | Min Initial Investment, AIP: | $10,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks capital appreciation. The fund invests at least 80% of net assets in securities of medium-sized companies. It seeks capital appreciation by investing mainly in common stocks of medium-sized companies that Champlain Investment Partners, LLC (the "Adviser") believes have strong long-term fundamentals, superior capital appreciation potential and attractive valuations. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 91.13% |
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| Expense | CIPMX | Category
Avg | | Total Expense Ratio: | %
| 1.35% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.52% | | 3 Yr Expense Projection*: |
$569 | $654 | | 5 Yr Expense Projection*: |
$N/A | $1,012 | | 10 Yr Expense Projection*: |
$N/A | $1,941 |
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1.83% Nasdaq 0.00%
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