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Cambiar Small Cap Instl CAMZX

Medalist Rating as of | See Cambiar Investment Hub
  • NAV / 1-Day Return 16.82  /  +1.02 %
  • Total Assets 94.7 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 0.74%
  • Turnover 48%

USD | NAV as of Jul 12, 2024 | 1-Day Return as of Jul 12, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CAMZX

Will CAMZX outperform in future?

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

A lowering of People Pillar rating is the primary driver of Cambiar Small Cap Instl's downgrade to a Morningstar Medalist Rating of Neutral from 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.

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Portfolio Holdings CAMZX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 27.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Envestnet Inc

3.16 2.9 Mil
Technology

Globus Medical Inc Class A

3.02 2.8 Mil
Healthcare

Axis Capital Holdings Ltd

3.01 2.8 Mil
Financial Services

Magnolia Oil & Gas Corp Class A

2.83 2.6 Mil
Energy

Tower Semiconductor Ltd

2.78 2.6 Mil
Technology

Addus HomeCare Corp

2.70 2.5 Mil
Healthcare

Reinsurance Group of America Inc

2.63 2.5 Mil
Financial Services

First American Treasury Obligs X

2.60 2.4 Mil
Cash and Equivalents

Avista Corp

2.53 2.4 Mil
Utilities

Monarch Casino & Resort Inc

2.51 2.3 Mil
Consumer Cyclical