Firm Documents
Fund Documents
-
Account Forms
- Account Maintenance Form
- Change of Ownership Form
- IRA Asset Transfer and Direct Rollover Form
- IRA Custody Agreement and Disclosure Statement
- IRA Distribution Election Form
- IRA New Account Application - Advisor Shares
- IRA New Account Application - Institutional Shares
- New Account Application - Advisor Shares
- New Account Application - Institutional Shares
- Non IRA Redemption Form - Institutional Shares
-
Annual / Semi-Annual Reports
-
Prospectus / SAI
- Statutory Prospectus Champlain Funds - May 2023
- Summary Prospectus Champlain Mid Cap Fund - CIPMX, CIPIX (May 2023)
- Summary Prospectus Champlain Small Company Fund - CIPSX, CIPNX (May 2023)
- Statutory Prospectus Champlain Strategic Focus Fund - October 2023
- Summary Prospectus Champlain Strategic Focus Fund - CIPRX, CIPTX (October 2023)
- Statement of Additional Information - May 2023 - Supplemented January 2024
- Statement of Additional Information - Champlain Strategic Focus Fund - October 2023
-
Holdings
- Holdings Champlain Funds - September 2022
- Holdings Champlain Funds - December 2022
- Holdings Champlain Funds - March 2023
- Holdings Champlain Funds - June 2023
- Holdings Champlain Funds - September 2023
- Holdings Champlain Funds - December 2023
- Schedule F Champlain Funds - September 2021
- Schedule F Champlain Funds - March 2022
- Schedule F Champlain Funds - September 2022
- Schedule F Champlain Funds - March 2023
- Schedule F Champlain Funds - September 2023
-
Fund Distributions