Morningstar

Cambiar International Equity Fund Investor Class CAMIX

Morningstar Medalist Rating
Medalist Rating as of | See Cambiar Investment Hub
  • NAV / 1-Day Return 32.70  /  −0.79 %
  • Total Assets 128.8M
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 1.020%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.77%
  • Turnover 48%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CAMIX

Will CAMIX outperform in the 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 CAMIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Cambiar International Equity Inv holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CAMIX

More CAMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Treasury Obligs X

3.95 5M
Cash and Equivalents

ASML Holding NV ADR

3.74 5M
Technology

AstraZeneca PLC

3.13 4M
Healthcare

London Stock Exchange Group PLC

3.02 4M
Financial Services

Nestle SA

2.93 4M
Consumer Defensive

DBS Group Holdings Ltd

2.72 3M
Financial Services

ING Groep NV

2.72 3M
Financial Services

Sunbelt Rentals Holdings Inc

2.66 3M
Industrials

Barclays PLC

2.49 3M
Financial Services

KBC Groupe NV

2.45 3M
Financial Services

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