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Cambiar Small Cap Inv (CAMSX)

22.92 Up 0.09(0.39%) Sep 16
Prev Close:22.83
YTD Return*:2.11%
Net Assets*:1.39B
Yield*:N/A

* As of 31-Aug-14

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

Headlines

  • No Headlines available for CAMSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
KALU2.3116.07
CST2.18-4.67
MGLN2.16-8.28
CATY2.140.71
TIVO2.094.57

Fund Basics

Morningstar Overall Rating:
Total Assets:1.39B
Category:Small Blend
Annual Report Expense Ratio (net):1.30%

Performance & Risk

YTD Return:2.11%
5y Avg Return:18.71%
Rank in Category (ytd):52
% Rank in Category (ytd):7.04%
Beta (3y):1.42
Morningstar Risk Rating:4

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's approach focuses first on individual stocks and then on industries or sectors. It does not attempt to time the market. View More
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