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Morningstar

Cambiar International Equity Instl CAMYX

Morningstar Medalist Rating
Medalist Rating as of | See Cambiar Investment Hub
  • NAV / 1-Day Return 25.27  /  +1.24 %
  • Total Assets 141.3 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 1.72%
  • Turnover 32%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:09 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.

  • Process Pillar

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

  • People Pillar

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

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.

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 CAMYX

More CAMYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capgemini SE

3.13 5.0 Mil
Technology

ING Groep NV

3.13 5.0 Mil
Financial Services

Diageo PLC

2.99 4.7 Mil
Consumer Defensive

KBC Groupe NV

2.91 4.6 Mil
Financial Services

DHL Group

2.77 4.4 Mil
Industrials

Chugai Pharmaceutical Co Ltd

2.75 4.4 Mil
Healthcare

First American Treasury Obligs X

2.68 4.3 Mil
Cash and Equivalents

Roche Holding AG

2.64 4.2 Mil
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.51 4.0 Mil
Technology

Mitsubishi Estate Co Ltd

2.50 4.0 Mil
Real Estate