CIPRX

Active

Champlain Strategic Focus Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.10%
Annual Cost per $10K
$110.00
30-Year Fee Drag per $10K
$20,291
at 7% annual return
Fund Type
Mutual Fund
Active

Asset Allocation

US Equity
96%
Cash
4%

Fee Comparison

CIPRX
1.10%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

4% more expensive than category average

Fee Impact Calculator

$
%
CIPRX at 1.10%$279,157
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$101,456
Cost vs index fund−$98,267

Similar Funds (100)

Ranked by allocation similarity weighted by fund size

TickerNameER
CIPRXChamplain Strategic Focus Fund1.10%
JLGMXJPMorgan Large Cap Growth Fund0.94%
QCGRFXCollege Retirement Equities Fund - Growth Account
PABGXT. Rowe Price Blue Chip Growth Fund, Inc.0.95%
TRSAXT. Rowe Price Growth Stock Fund, Inc.0.91%
EGFSXEdgewood Growth Fund1.25%
PARDXT. Rowe Price Retirement 2040 Fund0.85%
ERASXEaton Vance Atlanta Capital SMID-Cap Fund0.81%
PARCXT. Rowe Price Retirement 2030 Fund0.81%
CIPMXChamplain MidCap Fund1.09%
QCEQFXCollege Retirement Equities Fund - Equity Index Account
FLMVXJPMorgan Mid Cap Value Fund1.09%
PARKXT. Rowe Price Retirement 2035 Fund0.84%
TRGOXT. Rowe Price Large-Cap Growth Fund0.70%
PARJXT. Rowe Price Retirement 2025 Fund0.79%
JGACXJPMorgan Growth Advantage Fund0.99%
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
HCAIXHarbor Capital Appreciation Fund1.02%
APGZXAB LARGE CAP GROWTH FUND INC0.51%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
DHLAXDIAMOND HILL LARGE CAP FUND0.96%
AULGXUltra Fund0.69%
PLCGXLargeCap Growth Fund I0.94%
PLFMXLargeCap S&P 500 Index Fund1.29%
LGRRXLoomis Sayles Growth Fund0.91%
TRRKXT. Rowe Price Retirement 2045 Fund0.61%
TRRMXT. Rowe Price Retirement 2050 Fund0.63%
PACOXT. Rowe Price U.S. Equity Research Fund0.83%
MLAAXNYLI Winslow Large Cap Growth Fund0.94%
TRRBXT. Rowe Price Retirement 2020 Fund0.52%
AGWUXGrowth Fund0.69%
PAROXT. Rowe Price Retirement 2055 Fund0.89%
JHLGXMultimanager Lifestyle Growth Portfolio0.97%
JGAQXJPMorgan Value Advantage Fund0.99%
JENIXThe Jensen Quality Growth Fund Inc1.26%
CREFXCohen & Steers Real Estate Securities Fund0.75%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
OAZLXOakmark Select Fund0.73%
CIPSXChamplain Small Company Fund1.24%
BMDSXBaird Mid Cap Growth Fund1.06%
PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
OWACXOld Westbury All Cap Core Fund0.96%
DCZRXMacquarie Small Cap Core Fund0.68%
HAIAXHARTFORD CORE EQUITY FUND0.69%
PARHXT. Rowe Price Retirement 2015 Fund0.75%
CSRIXCohen & Steers Institutional Realty Shares$1M min0.75%
GTENXGateway Fund0.65%
SUWAXDWS Core Equity Fund0.83%
AMLPAlerian MLP ETF0.85%
CSJFXCohen & Steers Realty Shares0.80%
FMIMXFMI Common Stock Fund0.98%
SHAPXClearBridge Appreciation Fund0.91%
JAIZXManaged Volatility Growth Portfolio0.77%
JSLBXMultimanager Lifestyle Balanced Portfolio1.16%
VVIPXVoya VACS Index Series S Portfolio
FSMEXSelect Medical Technology and Devices Portfolio0.63%
IEOPXVOYA LARGE CAP GROWTH PORTFOLIO0.92%
SSFRXState Street Equity 500 Index Fund0.62%
TRRYXT. Rowe Price Retirement 2060 Fund0.89%
CGWRXColumbia Cornerstone Growth Fund0.97%
FMGGXFranklin Small-Mid Cap Growth Fund0.84%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
FRURXFranklin Utilities Fund1.06%
JDPAXJanus Henderson Mid Cap Value Fund1.20%
DVZRXMacquarie Small Cap Value Fund0.70%
JGAVXJPMorgan U.S. Value Fund0.94%
TWHIXHeritage Fund1.00%
EABLXEaton Vance Floating-Rate Fund1.06%
HHDVXHamlin High Dividend Equity Fund1.15%
SVFLXSmead Value Fund1.05%
JAIKXLifestyle Growth Portfolio0.86%
JAIYXManaged Volatility Balanced Portfolio0.75%
AQEAXColumbia Disciplined Core Fund0.94%
TSCSXTHRIVENT SMALL CAP STOCK FUND0.78%
VCSTXScience & Technology Fund0.91%
AFDIXLarge Cap Equity Fund0.79%
ASLGXSelect Fund0.70%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
COAVXColumbia Overseas Value Fund0.82%
BCSIXBrown Capital Management Small Company Fund1.31%
JULAXMultimanager Lifestyle Aggressive Portfolio1.02%
CZMGXMulti-Manager Growth Strategies Fund$1M min0.72%
IAVGXVOYA GROWTH AND INCOME PORTFOLIO1.12%
FMUEXFree Market U.S. Equity Fund$1M min0.76%
FFEIXNuveen Dividend Value Fund0.95%
FSRPXSelect Retailing Portfolio0.64%
JDSNXJanus Henderson Small Cap Value Fund0.99%
VVSVXVenerable US Large Cap Strategic Equity Fund0.86%
GSPAXGoldman Sachs U.S. Equity Dividend and Premium Fund1.01%
VSCNXVaughan Nelson Small Cap Fund0.95%
PTLCPacer Trendpilot US Large Cap ETF0.60%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
THOGXThornburg Global Opportunities Fund0.85%
TRRAXT. Rowe Price Retirement 2010 Fund0.49%
USAAXVictory Growth Fund0.89%
DDZRXMacquarie Value Fund0.61%
FFGRXEmerald Growth Fund1.02%
RYOCXNASDAQ-100 Fund1.27%
SINAXClearBridge Large Cap Value Fund0.79%
HBGIXHARTFORD DISCIPLINED EQUITY HLS FUND0.84%
WBSRXWilliam Blair Small Cap Growth Fund0.94%

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