Morningstar

Cambiar SMID Fund Institutional Class CAMUX

Morningstar Medalist Rating
Medalist Rating as of | See Cambiar Investment Hub
  • NAV / 1-Day Return 19.84  /  +1.43 %
  • Total Assets 39.3M
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 1.25%
  • Turnover 47%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:18 AM GMT+0

Morningstar’s Analysis CAMUX

Will CAMUX outperform in the 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 CAMUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Cambiar SMID Institutional 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.

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Portfolio Holdings CAMUX

More CAMUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Littelfuse Inc

3.50 1M
Technology

Lattice Semiconductor Corp

3.30 1M
Technology

ON Semiconductor Corp

3.16 1M
Technology

Americold Realty Trust Inc

2.97 1M
Real Estate

Southwest Airlines Co

2.90 1M
Industrials

Tower Semiconductor Ltd

2.76 1M
Technology

Align Technology Inc

2.66 1M
Healthcare

Solventum Corp

2.63 1M
Healthcare

SouthState Bank Corp

2.61 1M
Financial Services

Saia Inc

2.59 1M
Industrials

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