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Cambiar SMID Investor CAMMX

Medalist Rating as of | See Cambiar Investment Hub
  • NAV / 1-Day Return 24.04  /  +0.97 %
  • Total Assets 181.5 Mil
  • Adj. Expense Ratio
    0.930%
  • 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 0.66%
  • Turnover 38%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:09 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.

A strong management team and sound investment process underpin Cambiar SMID Investor's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 30.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Treasury Obligs X

5.03 9.7 Mil
Cash and Equivalents

Lincoln Electric Holdings Inc

3.41 6.6 Mil
Industrials

Charles River Laboratories International Inc

3.37 6.5 Mil
Healthcare

Bruker Corp

3.19 6.1 Mil
Healthcare

EPAM Systems Inc

3.15 6.1 Mil
Technology

Ulta Beauty Inc

3.02 5.8 Mil
Consumer Cyclical

Gentex Corp

3.00 5.8 Mil
Consumer Cyclical

Waters Corp

2.98 5.7 Mil
Healthcare

Arch Capital Group Ltd

2.94 5.7 Mil
Financial Services

Euronet Worldwide Inc

2.90 5.6 Mil
Technology