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Morningstar

Cambiar SMID Institutional CAMUX

Morningstar Medalist Rating
Medalist Rating as of | See Cambiar Investment Hub
  • NAV / 1-Day Return 22.36  /  0.53 %
  • Total Assets 161.2 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 1.00%
  • Turnover 34%

USD | NAV as of Jun 08, 2023 | 1-Day Return as of Jun 08, 2023, 10:11 PM GMT+0

Morningstar’s Analysis CAMUX

Will CAMUX 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 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.

A strong management team and sound investment process underpin Cambiar SMID Institutional's Morningstar Medalist Rating of Silver.

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 CAMUX

More CAMUX Holdings
  • Current Portfolio Date
  • Equity Holdings 38
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 27.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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