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Morningstar

Cambiar Small Cap Inv CAMSX

Morningstar Medalist Rating
Medalist Rating as of | See Cambiar Investment Hub
  • NAV / 1-Day Return 15.11  /  −1.11 %
  • Total Assets 89.8 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 0.59%
  • Turnover 48%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:10 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.

A drop in its Process Pillar rating is the primary driver of Cambiar Small Cap Inv's downgrade to a Morningstar Medalist Rating of Neutral from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CAMSX

More CAMSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Envestnet Inc

3.03 2.8 Mil
Technology

ASGN Inc

2.76 2.5 Mil
Technology

Axis Capital Holdings Ltd

2.72 2.5 Mil
Financial Services

Monarch Casino & Resort Inc

2.70 2.5 Mil
Consumer Cyclical

HealthEquity Inc

2.70 2.5 Mil
Healthcare

Cabot Corp

2.62 2.4 Mil
Basic Materials

Addus HomeCare Corp

2.61 2.4 Mil
Healthcare

First American Financial Corp

2.56 2.3 Mil
Financial Services

Gentex Corp

2.55 2.3 Mil
Consumer Cyclical

Magnolia Oil & Gas Corp Class A

2.53 2.3 Mil
Energy