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Cambiar Small Cap Inv (CAMSX)

22.55 Up 0.09(0.40%) Apr 17
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Prev Close:22.46
YTD Return*:1.32%
Net Assets*:1.39B
Yield*:N/A

* As of 31-Mar-14

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

Headlines

  • No Headlines available for CAMSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
DBD2.3723.89
HNT2.2914.73
KEG2.2519.49
TER2.2113.90
CBT2.1916.36

Fund Basics

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

Performance & Risk

YTD Return:1.32%
5y Avg Return:26.75%
Rank in Category (ytd):44
% Rank in Category (ytd):5.94%
Beta (3y):1.42
Morningstar Risk Rating:4

Fund Summary

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, 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. View More
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