Cambiar SMID Investor 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.
Cambiar SMID Fund Investor Class Shares CAMMX
- NAV / 1-Day Return 19.41 / +0.31 %
- Total Assets 42.5M
-
Adj. Expense Ratio
0.950%
- Expense Ratio 0.950%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Mid-Cap Blend
- Investment Style Small Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 1.17%
- Turnover 47%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:07 AM GMT+0
Morningstar’s Analysis CAMMX
Will CAMMX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CAMMX 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 CAMMX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
ON Semiconductor Corp | 4.05 | 2M | Technology |
Lattice Semiconductor Corp | 3.10 | 1M | Technology |
Littelfuse Inc | 2.86 | 1M | Technology |
Masco Corp | 2.86 | 1M | Industrials |
Tower Semiconductor Ltd | 2.83 | 1M | Technology |
Watsco Inc Ordinary Shares | 2.80 | 1M | Industrials |
WillScot Holdings Corp Ordinary Shares - Class A | 2.79 | 1M | Industrials |
First American Treasury Obligs X | 2.68 | 1M | Cash and Equivalents |
Saia Inc | 2.62 | 1M | Industrials |
Gentex Corp | 2.58 | 1M | Consumer Cyclical |
United States