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Cambiar Opportunity Inv CAMOX

Medalist Rating as of | See Cambiar Investment Hub
  • NAV / 1-Day Return 25.76  /  0.31 %
  • Total Assets 340.3 Mil
  • Adj. Expense Ratio
    0.860%
  • 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 0.62%
  • Turnover 46%

Morningstar’s Analysis CAMOX

Will CAMOX outperform in future?

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

A sound investment process and strong management team underpin Cambiar Opportunity Inv'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 CAMOX

  • Current Portfolio Date
  • 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
3.67
12,344,100
Communication Services
3.66
12,303,360
Financial Services
3.52
11,823,500
Healthcare
3.39
11,400,900
Financial Services
3.30
11,072,250
Consumer Cyclical
3.28
11,012,400
Consumer Defensive
3.26
10,957,700
Energy
3.22
10,818,360
Financial Services
3.18
10,684,150
Healthcare
3.17
10,651,065
Utilities