Skip to Content
Morningstar

Cambiar SMID Institutional CAMUX

Morningstar Medalist Rating
Medalist Rating as of | See Cambiar Investment Hub
  • NAV / 1-Day Return 23.82  /  +0.55 %
  • Total Assets 180.4 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 0.73%
  • Turnover 38%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:10 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 sound investment process and strong management team underpin Cambiar SMID Institutional's Morningstar Medalist Rating of Bronze.

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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CAMUX

More CAMUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Treasury Obligs X

5.03 9.7 Mil
Cash and Equivalents

Lincoln Electric Holdings Inc

3.41 6.6 Mil
Industrials

Charles River Laboratories International Inc

3.37 6.5 Mil
Healthcare

Bruker Corp

3.19 6.1 Mil
Healthcare

EPAM Systems Inc

3.15 6.1 Mil
Technology

Ulta Beauty Inc

3.02 5.8 Mil
Consumer Cyclical

Gentex Corp

3.00 5.8 Mil
Consumer Cyclical

Waters Corp

2.98 5.7 Mil
Healthcare

Arch Capital Group Ltd

2.94 5.7 Mil
Financial Services

Euronet Worldwide Inc

2.90 5.6 Mil
Technology