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Morningstar

Cambiar SMID Investor CAMMX

Morningstar Medalist Rating
Medalist Rating as of | See Cambiar Investment Hub
  • NAV / 1-Day Return 21.69  /  0.60 %
  • Total Assets 151.9 Mil
  • Adj. Expense Ratio
    0.920%
  • 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%

USD | NAV as of May 26, 2023 | 1-Day Return as of May 26, 2023, 10:14 PM GMT+0

Morningstar’s Analysis CAMMX

Will CAMMX 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 CAMMX’s performance objective and investment process is for both security selection and portfolio construction.

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CAMMX

More CAMMX Holdings
  • 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

Dolby Laboratories Inc Class A

2.94
3,989,541
Industrials

Maximus Inc

2.92
3,967,660
Industrials

Euronet Worldwide Inc

2.87
3,893,560
Technology

IPG Photonics Corp

2.86
3,884,265
Technology

Lincoln Electric Holdings Inc

2.78
3,778,540
Industrials

Atmos Energy Corp

2.77
3,764,622
Utilities

Magnolia Oil & Gas Corp Class A

2.76
3,748,044
Energy

Arch Capital Group Ltd

2.74
3,721,312
Financial Services

Bruker Corp

2.74
3,711,787
Healthcare