Cambiar Small Cap Instl (CAMZX)
21.65
0.27(1.26%) Jun 18
| Prev Close: | 21.38 |
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| YTD Return*: | 7.86% |
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| Net Assets*: | 1.22B |
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| Yield*: | N/A |
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* As of 28-Feb-13
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Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
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Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| LPNT | 2.18 | 16.79 |
| WCG | 2.14 | 16.66 |
| ATW | 2.13 | 10.81 |
| TCB | 2.12 | 14.40 |
| MDR | 2.12 | -2.90 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 1.22B |
| Category: | Small Blend |
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| Annual Report Expense Ratio (net): | 1.05% |
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Performance & Risk
| YTD Return: | 7.86% |
| 5y Avg Return: | 10.88% |
| Rank in Category (ytd): | 32 |
| % Rank in Category (ytd): | 4.56% |
| Beta (3y): | 1.33 |
| Morningstar Risk Rating: | 4 |
Fund Summary
The investment seeks long-term capital appreciation.
The fund invests at least 80% of net assets in common stocks of small cap companies with market capitalizations not greater than either that of the largest company in the Russell 2000 Index or $3.5 billion, whichever is greater at the time of purchase.
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