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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 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-0.11% 3 years-1.17%
3 months-1.35% 5 years+9.41%
1 year+21.34% Since inception+9.05%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+9.41%+11.30%
Expense ratio1.35%1.21%
Risk 5 year sharpe ratio0.630.98
Net assets$450.1M$967.9M
Average market cap$2.1B$3.0B
Average P/E21.320.1
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. stock100.41%
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
TILE Interface Inc2.50%
BRKR Bruker Corp2.49%
AYR Aircastle Ltd2.49%
ENS EnerSys2.40%
FSS Federal Signal Corp2.29%
PNM PNM Resources Inc2.29%
DF Dean Foods Co2.24%
SWM Schweitzer-Mauduit International Inc2.23%
RBC Regal Beloit Corp2.23%
HTH Hilltop Holdings Inc2.21%