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Cambiar International Equity Instl CAMYX

Medalist Rating as of | See Cambiar Investment Hub
  • NAV / 1-Day Return 25.40  /  +0.36 %
  • Total Assets 165.1 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 1.79%
  • Turnover 32%

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

Morningstar’s Analysis CAMYX

Will CAMYX outperform in future?

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

Cambiar International Equity Instl earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings CAMYX

  • 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

Capgemini SE

2.99 4.8 Mil
Technology

DHL Group

2.94 4.7 Mil
Industrials

Roche Holding AG

2.85 4.6 Mil
Healthcare

KBC Groupe NV

2.78 4.4 Mil
Financial Services

Bunzl PLC

2.65 4.2 Mil
Consumer Defensive

London Stock Exchange Group PLC

2.56 4.1 Mil
Financial Services

Nintendo Co Ltd

2.55 4.1 Mil
Communication Services

Chugai Pharmaceutical Co Ltd

2.52 4.0 Mil
Healthcare

Hitachi Ltd

2.48 4.0 Mil
Industrials

Fuji Electric Co Ltd

2.45 3.9 Mil
Industrials