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Cambiar SMID Fund Investor Class Shares (CAMMX)

15.61
Net Asset Value
+0.97%
1 Day
+3.45%
Year-to-Date
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
1.54%
Expense Ratio
High
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.

Performance

1 month-1.76% 3 years+6.06%
3 months+3.24% 5 years+11.85%
1 year+22.60% Since inception+9.75%
Data through --

Peer Comparisonvs. Mid-cap blend

 CAMMXCategory
Performance 5-yr return+11.85%+13.32%
Expense ratio1.54%1.13%
Risk 5 year sharpe ratio0.901.02
Net assets$32.3M$2.0B
Average market cap$5.8B$7.3B
Average P/E20.921.2
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

Holdings

U.S. stock96.56%
Cash3.44%
International stock0.00%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
PACW PacWest Bancorp2.90%
PTC PTC Inc2.73%
RMD ResMed Inc2.72%
MAN ManpowerGroup Inc2.66%
BKU BankUnited Inc2.63%
AL Air Lease Corp2.63%
NWSA News Corp2.62%
PINC Premier Inc2.62%
BWA BorgWarner Inc2.62%
MXIM Maxim Integrated Products Inc2.61%