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
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 constructs the fund's portfolio on a security-by-security basis- with the goal of building a portfolio that strikes a balance between the Adviser's conviction in an investment and portfolio diversification.


1 month+3.59% 3 years+1.93%
3 months+1.50% 5 years+6.47%
1 year+6.52% Since inception+9.17%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+6.47%+12.99%
Expense ratio1.15%1.19%
Risk 5 year sharpe ratio0.460.83
Net assets$177.1M$1.0B
Average market cap$2.4B$3.0B
Average P/E21.621.5
Portfolio turnover----

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyCambiar Funds
Fund manager & tenureBrian Barish / 13 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00


U.S. stock95.43%
International stock2.36%
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
UCBI United Community Banks Inc2.38%
-- 2.36%
MUSA Murphy USA Inc2.36%
COLD Americold Realty Trust2.31%
LTXB LegacyTexas Financial Group Inc2.29%
UMPQ Umpqua Holdings Corp2.28%
PAG Penske Automotive Group Inc2.25%
SWM Schweitzer-Mauduit International Inc2.25%
HTH Hilltop Holdings Inc2.23%
HOPE Hope Bancorp Inc2.23%