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Morningstar

Cambiar Small Cap Inv CAMSX

Morningstar Medalist Rating
Medalist Rating as of | See Cambiar Investment Hub
  • NAV / 1-Day Return 16.86  /  +1.57 %
  • Total Assets 97.5 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • 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 0.60%
  • Turnover 48%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:08 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CAMSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Cambiar Small Cap Inv's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 CAMSX

More CAMSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Envestnet Inc

3.16 2.9 Mil
Technology

Globus Medical Inc Class A

3.02 2.8 Mil
Healthcare

Axis Capital Holdings Ltd

3.01 2.8 Mil
Financial Services

Magnolia Oil & Gas Corp Class A

2.83 2.6 Mil
Energy

Tower Semiconductor Ltd

2.78 2.6 Mil
Technology

Addus HomeCare Corp

2.70 2.5 Mil
Healthcare

Reinsurance Group of America Inc

2.63 2.5 Mil
Financial Services

First American Treasury Obligs X

2.60 2.4 Mil
Cash and Equivalents

Avista Corp

2.53 2.4 Mil
Utilities

Monarch Casino & Resort Inc

2.51 2.3 Mil
Consumer Cyclical