Champlain Small Pany Fund Fundamentals
| CIPSX Fund | USD 24.84 0.07 0.28% |
Champlain Small Pany fundamentals help investors to digest information that contributes to Champlain Small's financial success or failures. It also enables traders to predict the movement of Champlain Mutual Fund. The fundamental analysis module provides a way to measure Champlain Small's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Champlain Small mutual fund.
Champlain |
Champlain Small Pany Mutual Fund Year To Date Return Analysis
Champlain Small's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Champlain Small Year To Date Return | 19.22 % |
Most of Champlain Small's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Champlain Small Pany is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
In accordance with the company's disclosures, Champlain Small Pany has a Year To Date Return of 19.2215%. This is much higher than that of the Champlain Funds family and significantly higher than that of the Small Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Champlain Small Pany Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Champlain Small's current stock value. Our valuation model uses many indicators to compare Champlain Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Champlain Small competition to find correlations between indicators driving Champlain Small's intrinsic value. More Info.Champlain Small Pany is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.35 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Champlain Small Pany is roughly 2.84 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Champlain Small's earnings, one of the primary drivers of an investment's value.Champlain Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Champlain Small's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Champlain Small could also be used in its relative valuation, which is a method of valuing Champlain Small by comparing valuation metrics of similar companies.Champlain Small is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Champlain Small
The fund consists of 98.05% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Champlain Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Champlain Fundamentals
| Price To Earning | 6.90 X | ||||
| Price To Book | 2.43 X | ||||
| Price To Sales | 1.88 X | ||||
| Total Asset | 367.77 M | ||||
| Year To Date Return | 19.22 % | ||||
| One Year Return | 31.71 % | ||||
| Three Year Return | 1.74 % | ||||
| Five Year Return | 9.00 % | ||||
| Ten Year Return | 12.03 % | ||||
| Net Asset | 2.52 B | ||||
| Cash Position Weight | 1.95 % | ||||
| Equity Positions Weight | 98.05 % |
About Champlain Small Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Champlain Small Pany's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Champlain Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Champlain Small Pany based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in securities of small companies. It seeks capital appreciation by investing mainly in common stocks of small companies that the Adviser believes have strong long-term fundamentals, superior capital appreciation potential and attractive valuations.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Champlain Mutual Fund
Champlain Small financial ratios help investors to determine whether Champlain Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Champlain with respect to the benefits of owning Champlain Small security.
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