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Cambiar Opportunity Inst CAMWX

Medalist Rating as of | See Cambiar Investment Hub
  • NAV / 1-Day Return 27.79  /  +0.32 %
  • Total Assets 385.1 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 1.20%
  • Turnover 51%

USD | NAV as of Jun 18, 2024 | 1-Day Return as of Jun 18, 2024, 10:09 PM GMT+0

Morningstar’s Analysis CAMWX

Will CAMWX outperform in future?

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

A strong management team and sound investment process 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-lowest fee quintile among peers.

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Portfolio Holdings CAMWX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 31.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cenovus Energy Inc

3.38 12.4 Mil
Energy

Texas Instruments Inc

3.26 12.0 Mil
Technology

Chevron Corp

3.24 11.9 Mil
Energy

The Goldman Sachs Group Inc

3.22 11.9 Mil
Financial Services

Sempra

3.21 11.8 Mil
Utilities

Alphabet Inc Class A

3.18 11.7 Mil
Communication Services

Union Pacific Corp

3.15 11.6 Mil
Industrials

Laboratory Corp of America Holdings

3.12 11.5 Mil
Healthcare

RTX Corp

3.11 11.5 Mil
Industrials

First American Treasury Obligs X

3.11 11.5 Mil
Cash and Equivalents