Champlain Mutual Fund Quote

Champlain Emerging is trading at 9.29 as of the 4th of October 2022; that is No Change since the beginning of the trading day. The fund's open price was 9.29. Equity ratings for Champlain Emerging Markets are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 14th of October 2020 and ending today, the 4th of October 2022. Click here to learn more.

Champlain Emerging Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Champlain Emerging's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Champlain Emerging or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Champlain Emerging is not yet fully synchronised with the market data
The fund holds 99.29% of its assets under management (AUM) in equities
Thematic Ideas
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Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Champlain Emerging's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Startdate8th of September 2014
Champlain Emerging Markets [CIPQX] is traded in USA and was established 4th of October 2022. The fund is listed under Diversified Emerging Mkts category and is part of Champlain Funds family. The entity is thematically classified as Conservative. Champlain Emerging currently has accumulated 4.8 M in assets under management (AUM) with no minimum investment requirements
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Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Champlain Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Champlain Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Champlain Emerging Markets Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Champlain Emerging Markets Constituents

Champlain Emerging Target Price Odds Analysis

Based on a normal probability distribution, the odds of Champlain Emerging jumping above the current price in 90 days from now is about 66.91%. The Champlain Emerging Markets probability density function shows the probability of Champlain Emerging mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Champlain Emerging has a beta of 0.0107 suggesting as returns on the market go up, Champlain Emerging average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Champlain Emerging Markets will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Champlain Emerging is significantly underperforming DOW.
  Odds Below 9.29HorizonTargetOdds Above 9.29
32.53%90 days
Based on a normal probability distribution, the odds of Champlain Emerging to move above the current price in 90 days from now is about 66.91 (This Champlain Emerging Markets probability density function shows the probability of Champlain Mutual Fund to fall within a particular range of prices over 90 days) .

Champlain Emerging Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Champlain Emerging market risk premium is the additional return an investor will receive from holding Champlain Emerging long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Champlain Emerging. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Champlain Emerging's alpha and beta are two of the key measurements used to evaluate Champlain Emerging's performance over the market, the standard measures of volatility play an important role as well.

Champlain Emerging Against Markets

Picking the right benchmark for Champlain Emerging mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Champlain Emerging mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Champlain Emerging is critical whether you are bullish or bearish towards Champlain Emerging Markets at a given time.

Champlain Emerging Related Equities

One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Champlain Emerging mutual fund to make a market-neutral strategy. Peer analysis of Champlain Emerging could also be used in its relative valuation, which is a method of valuing Champlain Emerging by comparing valuation metrics with similar companies.
International BusinessAmn Healthcare ServicesTwist Bioscience CorpFreedom Holding CorpGx Nasdaq-100 CoveredFranklin Mutual EuropeanNatural Hlth TrdUSA Value FactorBetapro Canadian GoldAramark Holdings CorpLong-Term Govt BondMaiden Holdings NorthSeagate Technology HldgsVistra Energy CorpExxon Mobil Corp
 Risk & Return  Correlation

Invested in Champlain Emerging Markets?

The danger of trading Champlain Emerging Markets is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Champlain Emerging is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Champlain Emerging. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Champlain Emerging is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Continue to Trending Equities. You can also try Money Managers module to screen money managers from public funds and ETFs managed around the world.

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When running Champlain Emerging price analysis, check to measure Champlain Emerging's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Champlain Emerging is operating at the current time. Most of Champlain Emerging's value examination focuses on studying past and present price action to predict the probability of Champlain Emerging's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Champlain Emerging's price. Additionally, you may evaluate how the addition of Champlain Emerging to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Champlain Emerging's value and its price as these two are different measures arrived at by different means. Investors typically determine Champlain Emerging value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Champlain Emerging's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.