A sound investment process and strong management team underpin Cambiar Opportunity Inv'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 24.86 / 0.72 %
- Total Assets 331.2 Mil
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Adj. Expense Ratio
- Expense Ratio 0.850%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Large Value
- Investment Style Large Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.61%
- Turnover 46%
Morningstar’s Analysis CAMOX
Will CAMOX 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 Apr 30, 2023
- Equity Holdings 35
- Bond Holdings 0
- Other Holdings 2
- % Assets in Top 10 Holdings 33.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector