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Cambiar Aggressive Value Investor (CAMAX)

18.73 Up 0.04(0.21%) Aug 21
Prev Close:18.69
YTD Return*:12.09%
Net Assets*:260.25M
Yield*:N/A

* As of 31-Jul-14

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

Headlines

  • No Headlines available for CAMAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MGM8.6711.65
APC7.8733.72
EMC6.4916.80
MTU6.31-10.48
TIVO5.431.41

Fund Basics

Morningstar Overall Rating:
Total Assets:260.25M
Category:World Stock
Annual Report Expense Ratio (net):1.35%

Performance & Risk

YTD Return:12.09%
5y Avg Return:21.70%
Rank in Category (ytd):4
% Rank in Category (ytd):0.34%
Beta (3y):1.39
Morningstar Risk Rating:5

Fund Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 65% of its net assets in equity securities of U.S. and non-U.S. companies within any market capitalization range. The equity securities in which the fund will invest may include convertible securities. It may also sell securities short as part of its investment strategy. The fund is non-diversified. View More
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