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 Dow Down 1.29% Nasdaq Down 1.55%

Cambiar Small Cap Inv (CAMSX)

22.78 0.00(0.00%) Jul 30
Prev Close:22.78
YTD Return*:4.32%
Net Assets*:1.44B
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for CAMSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
WCG2.298.02
GCO2.2512.32
GPI2.2319.94
RBC2.227.46
FET2.2128.34

Fund Basics

Morningstar Overall Rating:
Total Assets:1.44B
Category:Small Blend
Annual Report Expense Ratio (net):1.30%

Performance & Risk

YTD Return:4.32%
5y Avg Return:22.27%
Rank in Category (ytd):39
% Rank in Category (ytd):5.36%
Beta (3y):1.44
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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