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Cambiar Small Cap Instl (CAMZX)

14.36 Up 0.26(1.84%) Feb 12
Prev Close:14.10
YTD Return*:-9.21%
Net Assets*:775.37M
Yield*:1.09%

* As of 31-Jan-16

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

Headlines

  • No Headlines available for CAMZX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MGLN2.69N/A
CABO2.59N/A
AYR2.46N/A
CST2.45N/A
DBD2.41N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:775.37M
Category:Small Blend
Annual Report Expense Ratio (net):1.05%

Performance & Risk

YTD Return:-9.21%
5y Avg Return:4.19%
Rank in Category (ytd):93
% Rank in Category (ytd):10.97%
Beta (3y):1.17
Morningstar Risk Rating:5

Fund Summary

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks of small cap companies. The Adviser constructs the fund's portfolio on a stock-by-stock basis, with the goal of building a portfolio that strikes a balance between the Adviser's conviction in an investment and portfolio diversification. View More
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