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Cambiar Small Cap Inv CAMSX

Medalist Rating as of | See Cambiar Investment Hub
  • NAV / 1-Day Return 15.14  /  −0.20 %
  • Total Assets 92.0 Mil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.61%
  • Turnover 48%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:14 PM GMT+0

Morningstar’s Analysis CAMSX

Will CAMSX 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 Small Cap Inv's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings CAMSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 24.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Innovative Industrial Properties Inc

2.81 3.1 Mil
Real Estate

Marcus & Millichap Inc

2.71 3.0 Mil
Real Estate

Envestnet Inc

2.51 2.7 Mil
Technology

AMN Healthcare Services Inc

2.46 2.7 Mil
Healthcare

Texas Capital Bancshares Inc

2.45 2.7 Mil
Financial Services

Addus HomeCare Corp

2.42 2.6 Mil
Healthcare

First American Financial Corp

2.41 2.6 Mil
Financial Services

M.D.C. Holdings Inc

2.37 2.6 Mil
Consumer Cyclical

PGT Innovations Inc

2.34 2.6 Mil
Industrials

Rambus Inc

2.31 2.5 Mil
Technology