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Cambiar SMID Fund Investor Class Shares (CAMMX)

15.96
Net Asset Value
-0.50%
1 Day
+5.77%
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+4.31% 3 years+7.44%
3 months+7.03% 5 years+12.44%
1 year+35.51% Since inception+9.38%
Data through --

Peer Comparisonvs. Mid-cap blend

 CAMMXCategory
Performance 5-yr return+12.44%+13.32%
Expense ratio1.54%1.13%
Risk 5 year sharpe ratio0.921.05
Net assets$32.2M$2.0B
Average market cap$5.7B$7.2B
Average P/E19.820.5
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. stock99.09%
Fixed income0.91%
International stock0.00%
Cash0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
HAR Harman International Industries Inc3.35%
PACW PacWest Bancorp2.96%
RES RPC Inc2.94%
BKU BankUnited Inc2.91%
RHI Robert Half International Inc2.89%
ZION Zions Bancorp2.88%
BWA BorgWarner Inc2.88%
EWBC East West Bancorp Inc2.86%
RSPP RSP Permian Inc2.86%
AL Air Lease Corp2.80%