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Cambiar Small Cap Inv CAMSX

Medalist Rating as of | See Cambiar Investment Hub
  • NAV / 1-Day Return 15.83  /  +2.13 %
  • Total Assets 92.0 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 0.62%
  • Turnover 48%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 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 drop in its Process Pillar rating is the primary driver of Cambiar Small Cap Inv's downgrade to a Morningstar Medalist Rating of Neutral from 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 26.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Treasury Obligs X

5.12 4.9 Mil
Cash and Equivalents

Envestnet Inc

2.88 2.8 Mil
Technology

HealthEquity Inc

2.79 2.7 Mil
Healthcare

AMN Healthcare Services Inc

2.73 2.6 Mil
Healthcare

Axis Capital Holdings Ltd

2.63 2.5 Mil
Financial Services

Texas Capital Bancshares Inc

2.58 2.5 Mil
Financial Services

Rambus Inc

2.58 2.5 Mil
Technology

Monarch Casino & Resort Inc

2.54 2.4 Mil
Consumer Cyclical

First American Financial Corp

2.54 2.4 Mil
Financial Services

Addus HomeCare Corp

2.53 2.4 Mil
Healthcare