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Cambiar SMID Fund Investor Class Shares (CAMMX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap value
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks of small- to mid-sized companies. The adviser considers small- and mid-sized companies to be those with market capitalizations not greater than either that of the largest company in the Russell 2500 Index or $12 billion, whichever is greater at the time of initial purchase.


1 month+11.41% 3 years+6.26%
3 months+8.50% 5 years+13.28%
1 year+10.51% Since inception+7.20%
Data through --

Peer Comparisonvs. Mid-cap value

Performance 5-yr return+13.28%+14.92%
Expense ratio1.54%1.20%
Risk 5 year sharpe ratio0.871.01
Net assets$30.6M$1.7B
Average market cap$5.2B$9.4B
Average P/E18.316.8
Portfolio turnover78%78%

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Fund Management and Purchase Info

Fund familyCambiar Funds
Fund manager & tenureBrian Barish / 5 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00


U.S. stock98.89%
International stock0.00%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
IAC IAC/InterActiveCorp2.95%
NWSA News Corp2.92%
MSCC Microsemi Corp2.89%
WAB Westinghouse Air Brake Technologies Corp2.87%
LDOS Leidos Holdings Inc2.82%
HOG Harley-Davidson Inc2.79%
MGP MGM Growth Properties LLC2.72%
BAH Booz Allen Hamilton Holding Corp2.72%
MAN ManpowerGroup Inc2.70%
MXIM Maxim Integrated Products Inc2.68%