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Cambiar Unconstrained Equity Investor (CAMAX)

16.78 Up 0.19(1.15%) May 24
Prev Close:16.78
YTD Return*:-7.51%
Net Assets*:131.49M
Yield*:N/A

* As of 30-Apr-16

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for CAMAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
ProShares Ultra S&P50030.77N/A
SYNA10.77N/A
PAY8.85N/A
AER6.92N/A
SYF6.91N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:131.49M
Category:World Stock
Annual Report Expense Ratio (net):1.35%

Performance & Risk

YTD Return:-7.51%
5y Avg Return:2.40%
Rank in Category (ytd):99
% Rank in Category (ytd):8.37%
Beta (3y):1.09
Morningstar Risk Rating:5

Fund Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in equity securities, including both long and short positions, and derivative instruments with economic characteristics similar to equity securities. It may invest in derivatives, including options and total return swaps relating to securities or indices, primarily to seek to hedge against the risk of unfavorable price movements in the underlying instruments, to increase long exposure to underlying instruments, to provide short exposure, to manage cash flows or currency exposure, or for other purposes. The fund is non-diversified. View More
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