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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 24.96  /  −0.40 %
  • Total Assets 144.6 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • 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 1.62%
  • Turnover 32%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:16 AM 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.

Cambiar International Equity Inv earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Capgemini SE

3.13 5.0 Mil
Technology

ING Groep NV

3.13 5.0 Mil
Financial Services

Diageo PLC

2.99 4.7 Mil
Consumer Defensive

KBC Groupe NV

2.91 4.6 Mil
Financial Services

DHL Group

2.77 4.4 Mil
Industrials

Chugai Pharmaceutical Co Ltd

2.75 4.4 Mil
Healthcare

First American Treasury Obligs X

2.68 4.3 Mil
Cash and Equivalents

Roche Holding AG

2.64 4.2 Mil
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.51 4.0 Mil
Technology

Mitsubishi Estate Co Ltd

2.50 4.0 Mil
Real Estate