Cambiar Small Cap Fund Class Investor (CAMSX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks of small cap companies. The Adviser's approach focuses first on individual stocks and then on industries or sectors. It does not attempt to time the market.


1 month+4.47% 3 years+12.62%
3 months+4.65% 5 years+14.57%
1 year+1.64% Since inception+11.57%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+14.57%+14.61%
Expense ratio1.36%1.28%
Risk 5 year sharpe ratio0.860.88
Net assets$1.3B$892.7M
Average market cap$1.9B$2.6B
Average P/E18.019.9
Portfolio turnover67%67%

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Fund Management and Purchase Info

Fund familyCambiar Funds
Fund manager & tenureBrian Barish / 10 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00


U.S. stock92.25%
International stock3.54%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 17.10%
Financial service 14.88%
Hardware 14.83%
Business service 12.56%
Healthcare 10.86%
Top 10 Holdings
Portfolio weighting
HAE Haemonetics Corp2.34%
BID Sotheby's2.27%
TCB TCF Financial Corp2.22%
XLS Exelis Inc2.21%
ENS EnerSys2.19%
GCO Genesco Inc2.15%
CBT Cabot Corp2.14%
SMG Scotts Miracle-Gro Co2.14%
UMPQ Umpqua Holdings Corp2.13%
AYR Aircastle Ltd2.13%

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