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Cambiar Small Cap Instl CAMZX

Medalist Rating as of | See Cambiar Investment Hub
  • NAV / 1-Day Return 16.54  /  +2.16 %
  • Total Assets 92.0 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 0.75%
  • Turnover 48%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 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 its Process Pillar rating is the primary driver of Cambiar Small Cap Instl's downgrade to a Morningstar Medalist Rating of Bronze from Silver.

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 26.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Treasury Obligs X

5.12 4.9 Mil
Cash and Equivalents

Envestnet Inc

2.88 2.8 Mil
Technology

HealthEquity Inc

2.79 2.7 Mil
Healthcare

AMN Healthcare Services Inc

2.73 2.6 Mil
Healthcare

Axis Capital Holdings Ltd

2.63 2.5 Mil
Financial Services

Texas Capital Bancshares Inc

2.58 2.5 Mil
Financial Services

Rambus Inc

2.58 2.5 Mil
Technology

Monarch Casino & Resort Inc

2.54 2.4 Mil
Consumer Cyclical

First American Financial Corp

2.54 2.4 Mil
Financial Services

Addus HomeCare Corp

2.53 2.4 Mil
Healthcare