Champlain Mid Cap Institutional (CIPIX)
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Champlain Mid Cap Institutional
San Antonio,TX 78205
100 West Houston Street
Advisors Inner Circle Fund II
Management Information
Robert D. Hallisey,Lead Manager since December 30, 2016
Rob brings more than 28 years of financial services experience to his role as a health care sector analyst on the small and mid cap investment team. Prior to joining Champlain in 2016, Rob worked on Fidelity’s fund manager due diligence team for the company’s Workplace Investing clients. Rob’s previous experience includes coverage of the small and mid cap health care sector at BlackRock, Sirios Capital, and John Hancock Funds.
Rob graduated from Saint Michael’s College with a Bachelor of Science degree in Business Administration and earned his Master of Business Administration degree from Babson College. Rob currently serves on the Board of Directors of the Flynn Center for the Performing Arts.
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Morningstar Category
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Fund Overview
CategoryMid-Cap Growth
Fund FamilyChamplain Funds
Net Assets5.88B
YTD Return9.74%
Yield0.02%
Morningstar Rating★★★★
Inception DateJan 2, 2011
Fund Operations
Last Dividend0.01
Last Cap Gain24.00
Holdings Turnover29.00%
Average for CategoryN/A
Fees & Expenses
ExpenseCIPIXCategory Average
Annual Report Expense Ratio (net)0.85%1.09%
Prospectus Net Expense Ratio0.85%N/A
Prospectus Gross Expense Ratio0.85%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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