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Morningstar

Cambiar Opportunity Inv CAMOX

Morningstar Medalist Rating
Medalist Rating as of | See Cambiar Investment Hub
  • NAV / 1-Day Return 28.73  /  −0.52 %
  • Total Assets 386.3 Mil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.03%
  • Turnover 51%

USD | NAV as of May 20, 2024 | 1-Day Return as of May 20, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CAMOX

Will CAMOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CAMOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CAMOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CAMOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Cambiar Opportunity Inv's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CAMOX

More CAMOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

RTX Corp

3.49 13.6 Mil
Industrials

American Express Co

3.40 13.2 Mil
Financial Services

Cenovus Energy Inc

3.11 12.1 Mil
Energy

Union Pacific Corp

3.10 12.1 Mil
Industrials

Constellation Brands Inc Class A

3.08 12.0 Mil
Consumer Defensive

Sempra

3.05 11.9 Mil
Utilities

Texas Instruments Inc

3.05 11.8 Mil
Technology

Amazon.com Inc

3.02 11.7 Mil
Consumer Cyclical

Chevron Corp

3.01 11.7 Mil
Energy

The Goldman Sachs Group Inc

2.99 11.6 Mil
Financial Services