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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-2.86% 3 years+0.94%
3 months-3.17% 5 years+6.82%
1 year+16.77% Since inception+9.80%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+6.82%+13.52%
Expense ratio1.35%1.22%
Risk 5 year sharpe ratio0.550.88
Net assets$540.3M$995.0M
Average market cap$2.2B$3.0B
Average P/E22.222.3
Portfolio turnover59%59%

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Fund Management and Purchase Info

Fund familyCambiar Funds
Fund manager & tenureBrian Barish / 12 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00


U.S. stock93.00%
International stock0.00%
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
CEB CEB Inc2.67%
DBD Diebold Nixdorf Inc2.21%
ENR Energizer Holdings Inc2.16%
SFR Colony Starwood Homes2.15%
BRKR Bruker Corp2.13%
AL Air Lease Corp2.10%
RBC Regal Beloit Corp2.10%
AYR Aircastle Ltd2.09%
TDS Telephone and Data Systems Inc2.09%
GPI Group 1 Automotive Inc2.07%