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Morningstar

Cambiar Opportunity Inv CAMOX

Morningstar Medalist Rating
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%

USD | NAV as of Jun 07, 2023 | 1-Day Return as of Jun 07, 2023, 10:10 PM GMT+0

Morningstar’s Analysis CAMOX

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

People Pillar

The People Pillar is our evaluation of the CAMOX 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 CAMOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CAMOX

More CAMOX Holdings
  • 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

Alphabet Inc Class A

3.67
12,344,100
Communication Services

JPMorgan Chase & Co

3.66
12,303,360
Financial Services

Medtronic PLC

3.52
11,823,500
Healthcare

Mastercard Inc Class A

3.39
11,400,900
Financial Services

Amazon.com Inc

3.30
11,072,250
Consumer Cyclical

Colgate-Palmolive Co

3.28
11,012,400
Consumer Defensive

Chevron Corp

3.26
10,957,700
Energy

The Goldman Sachs Group Inc

3.22
10,818,360
Financial Services

Centene Corp

3.18
10,684,150
Healthcare

Sempra Energy

3.17
10,651,065
Utilities