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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
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+5.02% 3 years+8.22%
3 months+6.09% 5 years+14.06%
1 year+9.35% Since inception+9.36%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+14.06%+12.86%
Expense ratio1.36%1.11%
Risk 5 year sharpe ratio1.091.17
Net assets$34.2M$2.2B
Average market cap$6.0B$8.0B
Average P/E20.222.5
Portfolio turnover48%48%

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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. stock92.51%
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
AL Air Lease Corp3.03%
PTC PTC Inc2.89%
LDOS Leidos Holdings Inc2.87%
NWSA News Corp2.82%
WTR Aqua America Inc2.77%
RES RPC Inc2.75%
HUBB Hubbell Inc2.69%
ZION Zions Bancorp2.69%
UMPQ Umpqua Holdings Corp2.68%
RHI Robert Half International Inc2.65%