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Morningstar

Cambiar Opportunity Inst CAMWX

Morningstar Medalist Rating
Medalist Rating as of | See Cambiar Investment Hub
  • NAV / 1-Day Return 27.06  /  −0.11 %
  • Total Assets 369.3 Mil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 1.18%
  • Turnover 51%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CAMWX

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

  • People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CAMWX

More CAMWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Express Co

3.41 12.7 Mil
Financial Services

RTX Corp

3.34 12.5 Mil
Industrials

Union Pacific Corp

3.33 12.4 Mil
Industrials

Amazon.com Inc

3.31 12.4 Mil
Consumer Cyclical

Centene Corp

3.06 11.5 Mil
Healthcare

Texas Instruments Inc

3.04 11.4 Mil
Technology

PPG Industries Inc

3.03 11.3 Mil
Basic Materials

First American Treasury Obligs X

3.01 11.3 Mil
Cash and Equivalents

Chevron Corp

3.01 11.2 Mil
Energy

Chubb Ltd

2.96 11.1 Mil
Financial Services