The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Cambiar Aggressive Value Investor to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 24.20 / 0.29 %
- Total Assets 47.6 Mil
Adj. Expense Ratio
- Expense Ratio 1.000%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Global Large-Stock Blend
- Investment Style Large Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.66%
- Turnover 112%
Morningstar’s Analysis CAMAX
Will CAMAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.