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Morningstar

Cambiar Opportunity Inst CAMWX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 25.19  /  0.20 %
  • Total Assets 332.8 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 0.86%
  • Turnover 36%

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:06 PM GMT+00:00

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.

Summary

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A strong management team and sound investment process underpin Cambiar Opportunity Inst's Morningstar Quantitative Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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