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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
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 constructs the fund's portfolio on a stock-by-stock 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+1.39% 3 years+11.01%
3 months-0.45% 5 years+9.20%
1 year-5.71% Since inception+10.01%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+9.20%+10.94%
Expense ratio1.35%1.24%
Risk 5 year sharpe ratio0.640.77
Net assets$1.1B$798.4M
Average market cap$1.8B$2.6B
Average P/E17.419.7
Portfolio turnover69%69%

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Fund Management and Purchase Info

Fund familyCambiar Funds
Fund manager & tenureBrian Barish / 11 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00


U.S. stock96.71%
International stock2.10%
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
POR Portland General Electric Co2.52%
MSCC Microsemi Corp2.44%
SYNA Synaptics Inc2.44%
CATM Cardtronics Inc2.42%
TCB TCF Financial Corp2.35%
CABO Cable ONE Inc2.32%
KALU Kaiser Aluminum Corp2.31%
AYR Aircastle Ltd2.26%
BKU BankUnited Inc2.25%
MGLN Magellan Health Inc2.24%