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Morningstar

Cambiar International Equity Inv CAMIX

Morningstar Medalist Rating
Medalist Rating as of | See Cambiar Investment Hub
  • NAV / 1-Day Return 23.11  /  0.26 %
  • Total Assets 238.7 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 2.42%
  • Turnover 49%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:11 PM GMT+0

Morningstar’s Analysis CAMIX

Will CAMIX 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 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.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Cambiar International Equity Inv to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CAMIX

More CAMIX Holdings
  • Current Portfolio Date
  • Equity Holdings 48
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 28.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SAP SE

3.05
7,933,150
Technology

KBC Groupe NV

3.03
7,896,647
Financial Services

ING Groep NV

3.02
7,855,569
Financial Services

Shell PLC

3.01
7,833,934
Energy

Novartis AG Registered Shares

2.85
7,414,678
Healthcare

Roche Holding AG

2.74
7,136,976
Healthcare

Hitachi Ltd

2.74
7,123,903
Industrials

Nidec Corp

2.63
6,832,988
Industrials

London Stock Exchange Group PLC

2.50
6,515,830
Financial Services

DHL Group

2.49
6,472,479
Industrials