Skip to Content
Morningstar

Cambiar Small Cap Inv CAMSX

Morningstar Medalist Rating
Medalist Rating as of | See Cambiar Investment Hub
  • NAV / 1-Day Return 15.47  /  +0.98 %
  • Total Assets 91.2 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.63%
  • Turnover 48%

USD | NAV as of May 06, 2024 | 1-Day Return as of May 06, 2024, 10:13 PM GMT+0

Morningstar’s Analysis CAMSX

Will CAMSX 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 CAMSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CAMSX 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 CAMSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Cambiar Small Cap Inv's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CAMSX

More CAMSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Atmus Filtration Technologies Inc

2.87 2.7 Mil
Industrials

Magnolia Oil & Gas Corp Class A

2.81 2.6 Mil
Energy

Monarch Casino & Resort Inc

2.78 2.6 Mil
Consumer Cyclical

Envestnet Inc

2.76 2.6 Mil
Technology

Cabot Corp

2.64 2.5 Mil
Basic Materials

Axis Capital Holdings Ltd

2.62 2.5 Mil
Financial Services

Alamo Group Inc

2.61 2.5 Mil
Industrials

First American Financial Corp

2.60 2.5 Mil
Financial Services

Tower Semiconductor Ltd

2.45 2.3 Mil
Technology

Gentex Corp

2.45 2.3 Mil
Consumer Cyclical