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Morningstar

Cambiar Opportunity Inst CAMWX

Morningstar Medalist Rating
Medalist Rating as of | See Cambiar Investment Hub
  • NAV / 1-Day Return 28.52  /  +1.64 %
  • Total Assets 390.0 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 1.21%
  • Turnover 51%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CAMWX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A lowering of People Pillar rating is the primary driver of Cambiar Opportunity Inst's downgrade to a Morningstar Medalist Rating of Bronze from 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CAMWX

More CAMWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Treasury Obligs X

5.44 20.4 Mil
Cash and Equivalents

Texas Instruments Inc

3.54 13.3 Mil
Technology

Sempra

3.39 12.7 Mil
Utilities

The Goldman Sachs Group Inc

3.38 12.7 Mil
Financial Services

Cenovus Energy Inc

3.36 12.6 Mil
Energy

Alphabet Inc Class A

3.31 12.4 Mil
Communication Services

RTX Corp

3.25 12.2 Mil
Industrials

Chevron Corp

3.20 12.0 Mil
Energy

Chubb Ltd

3.18 11.9 Mil
Financial Services

Union Pacific Corp

3.04 11.4 Mil
Industrials