Cambiar SMID Fund Investor Class Shares (CAMMX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
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- Value Index or $12 billion- whichever is greater at the time of initial purchase.


1 month-3.28% 3 years+4.94%
3 months-2.04% 5 years+10.67%
1 year+7.06% Since inception+9.23%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+10.67%+13.28%
Expense ratio1.38%1.09%
Risk 5 year sharpe ratio0.910.99
Net assets$38.2M$2.2B
Average market cap$6.9B$8.2B
Average P/E22.618.2
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyCambiar Funds
Fund manager & tenureBrian Barish / 6 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00


U.S. stock90.11%
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
ZION Zions Bancorp2.84%
TWTR Twitter2.82%
LDOS Leidos Holdings Inc2.78%
AAP Advance Auto Parts Inc2.75%
PAG Penske Automotive Group Inc2.70%
RHI Robert Half International Inc2.70%
HUBB Hubbell Inc2.65%
EWBC East West Bancorp Inc2.61%
UMPQ Umpqua Holdings Corp2.59%
LKQ LKQ Corp2.53%