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Cambiar SMID Investor CAMMX

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%

Morningstar’s Analysis CAMMX

Will CAMMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

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Portfolio Holdings CAMMX

  • 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
2.94
3,989,541
Industrials
2.92
3,967,660
Industrials
2.87
3,893,560
Technology
2.86
3,884,265
Technology
2.78
3,778,540
Industrials
2.77
3,764,622
Utilities
2.74
3,721,312
Financial Services
2.74
3,711,787
Healthcare