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Morningstar

Cambiar Aggressive Value Investor CAMAX

Morningstar Analyst Rating
Quantitative rating as of | See Cambiar Investment Hub
  • NAV / 1-Day Return 24.20  /  0.29 %
  • Total Assets 47.6 Mil
  • Adj. Expense Ratio
    1.000%
  • 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%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:13 PM GMT+00:00

Morningstar’s Analysis CAMAX

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

People Pillar

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

Summary

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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.

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