Cambiar Opportunity Inv holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Cambiar Opportunity Fund Class Investor CAMOX
- NAV / 1-Day Return 28.56 / +1.82 %
- Total Assets 332.4M
-
Adj. Expense Ratio
0.850%
- Expense Ratio 0.850%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 1.09%
- Turnover 49%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 12:10 AM GMT+0
Morningstar’s Analysis CAMOX
Will CAMOX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 32.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
First American Treasury Obligs X | 4.85 | 16M | Cash and Equivalents |
Elevance Health Inc | 3.78 | 12M | Healthcare |
Amazon.com Inc | 3.55 | 12M | Consumer Cyclical |
Alphabet Inc Class A | 3.52 | 12M | Communication Services |
Union Pacific Corp | 3.28 | 11M | Industrials |
Delta Air Lines Inc | 3.21 | 11M | Industrials |
PepsiCo Inc | 3.04 | 10M | Consumer Defensive |
Uber Technologies Inc | 3.00 | 10M | Technology |
Texas Instruments Inc | 3.00 | 10M | Technology |
Airbus SE ADR | 3.00 | 10M | Industrials |
United States