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Cambiar Opportunity Inst CAMWX

Medalist Rating as of | See Cambiar Investment Hub
  • NAV / 1-Day Return 25.73  /  0.31 %
  • Total Assets 340.3 Mil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.84%
  • Turnover 46%

Morningstar’s Analysis CAMWX

Will CAMWX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings CAMWX

  • Current Portfolio Date
  • Equity Holdings 35
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 33.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.67
12,344,100
Communication Services
3.66
12,303,360
Financial Services
3.52
11,823,500
Healthcare
3.39
11,400,900
Financial Services
3.30
11,072,250
Consumer Cyclical
3.28
11,012,400
Consumer Defensive
3.26
10,957,700
Energy
3.22
10,818,360
Financial Services
3.18
10,684,150
Healthcare
3.17
10,651,065
Utilities