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    Cambiar SMID Investor (CAMMX)

    12.03 Down 0.45(3.61%) Jun 27
    Prev Close:12.03
    YTD Return*:3.50%
    Net Assets*:36.55M
    Yield*:0.07%

    * As of 31-May-16

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

    Headlines

    • No Headlines available for CAMMX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    EXPD3.11N/A
    RGA3.08N/A
    PACW3.04N/A
    LKQ3.02N/A
    PTC2.96N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:36.55M
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):1.18%

    Performance & Risk

    YTD Return:3.50%
    5y Avg Return:7.30%
    Rank in Category (ytd):83
    % Rank in Category (ytd):17.11%
    Beta (3y):1.08
    Morningstar Risk Rating:5

    Fund Summary

    The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks of small- to mid-sized companies. The adviser considers small- and mid-sized companies to be those with market capitalizations not greater than either that of the largest company in the Russell 2500 Index ($16.48 billion as of July 31, 2015) or $12 billion, whichever is greater at the time of initial purchase. View More
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