Skip to Content
Morningstar

Cambiar Small Cap Instl CAMZX

Morningstar Medalist Rating
Medalist Rating as of | See Cambiar Investment Hub
  • NAV / 1-Day Return 15.78  /  +0.57 %
  • Total Assets 88.7 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 0.72%
  • Turnover 48%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:10 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.

  • Process Pillar

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

  • People Pillar

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

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.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CAMZX

More CAMZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Envestnet Inc

3.03 2.8 Mil
Technology

ASGN Inc

2.76 2.5 Mil
Technology

Axis Capital Holdings Ltd

2.72 2.5 Mil
Financial Services

Monarch Casino & Resort Inc

2.70 2.5 Mil
Consumer Cyclical

HealthEquity Inc

2.70 2.5 Mil
Healthcare

Cabot Corp

2.62 2.4 Mil
Basic Materials

Addus HomeCare Corp

2.61 2.4 Mil
Healthcare

First American Financial Corp

2.56 2.3 Mil
Financial Services

Gentex Corp

2.55 2.3 Mil
Consumer Cyclical

Magnolia Oil & Gas Corp Class A

2.53 2.3 Mil
Energy