Cambiar Mutual Funds
View all of Cambiar’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Cambiar Funds List
Share Class Type
1 to 9 of 9 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Cambiar SMID Institutional | CAMUX | Mid-Cap Blend | 0.93% | 58 | 0.850% | Average | Institutional | $500,000 | ||
| Cambiar SMID Investor | CAMMX | Mid-Cap Blend | 0.93% | 58 | 0.920% | Average | No Load | $2,500 | ||
| Cambiar Opportunity Inst | CAMWX | Large Value | 3.30% | 14 | 0.650% | Below Average | Institutional | $500,000 | ||
| Cambiar Opportunity Inv | CAMOX | Large Value | 3.20% | 14 | 0.860% | Average | No Load | $2,500 | ||
| Cambiar Small Cap Instl | CAMZX | Small Blend | 3.14% | 12 | 0.900% | Below Average | Institutional | $500,000 | ||
| Cambiar Small Cap Inv | CAMSX | Small Blend | 3.07% | 13 | 1.100% | Average | No Load | $2,500 | ||
| Cambiar International Equity Instl | CAMYX | Foreign Large Blend | 9.39% | 30 | 0.900% | Above Average | Institutional | $500,000 | ||
| Cambiar International Equity Inv | CAMIX | Foreign Large Blend | 9.40% | 28 | 0.990% | Average | No Load | $2,500 | ||
| Cambiar International Small Cap Instl | CAMFX | Foreign Small/Mid Blend | 3.70% | 85 | 1.030% | Average | Institutional | $100,000 |
Cambiar Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Morningstar Medalist Rating for Funds
The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.
Morningstar Rating™ for Funds
The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.
Percentile Rank
Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.
Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
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