A sound investment process and strong management team underpin Cambiar SMID Investor's Morningstar Medalist Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 21.69 / 0.60 %
- Total Assets 151.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.930%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.88%
- Turnover 34%
Morningstar’s Analysis CAMMX
Will CAMMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date Mar 31, 2023
- Equity Holdings 38
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 28.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
First American Treasury Obligs X
6.04
8,201,170
Cash and Equivalents