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Cambiar SMID Investor (CAMMX)

14.30 Up 0.08(0.56%) Nov 21
Prev Close:14.22
YTD Return*:4.43%
Net Assets*:21.21M
Yield*:N/A

* As of 31-Oct-14

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

Headlines

  • No Headlines available for CAMMX at this time.

Top Holdings

Symbol% AssetsYTD Return %
INFA2.68-14.07
AXS2.582.52
PETM2.56-0.37
VNTV2.55-6.84
NAVI2.54-15.47

Fund Basics

Morningstar Overall Rating:
Total Assets:21.21M
Category:Mid-Cap Value
Annual Report Expense Ratio (net):1.35%

Performance & Risk

YTD Return:4.43%
5y Avg Return:N/A
Rank in Category (ytd):80
% Rank in Category (ytd):17.98%
Beta (3y):1.25
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 companies with market capitalizations of up to $12 billion at the time of purchase. It normally invests in 35-45 common stocks. View More
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