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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+1.87% 3 years+3.04%
3 months+4.81% 5 years+7.89%
1 year+34.38% Since inception+9.92%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+7.89%+13.52%
Expense ratio1.35%1.23%
Risk 5 year sharpe ratio0.610.90
Net assets$564.0M$977.4M
Average market cap$2.2B$3.0B
Average P/E22.522.4
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. stock95.86%
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
UMPQ Umpqua Holdings Corp2.53%
TCB TCF Financial Corp2.51%
OIS Oil States International Inc2.35%
DF Dean Foods Co2.34%
ENS EnerSys2.30%
HOPE Hope Bancorp Inc2.25%
FSS Federal Signal Corp2.25%
GPI Group 1 Automotive Inc2.25%
KEX Kirby Corp2.24%
SWM Schweitzer-Mauduit International Inc2.24%