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Cambiar SMID Institutional (CAMUX)

20.06
-0.89
(-4.25%)
At close: 8:00:09 PM EDT
Loading Chart for CAMUX
  • Previous Close 20.95
  • YTD Return -1.87%
  • Expense Ratio 0.85%
  • Category Mid-Cap Blend
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 94.63M
  • Beta (5Y Monthly) 0.88
  • Yield 1.30%
  • 5y Average Return --
  • Holdings Turnover 12.00%
  • Last Dividend 0.30
  • Inception Date Nov 3, 2014

The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks of small- to mid-sized companies. The adviser considers small- and mid-sized companies to be those with market capitalizations not greater than either that of the largest company in the Russell 2500® Value Index.

Cambiar Funds

Fund Family

Mid-Cap Blend

Fund Category

94.63M

Net Assets

2014-11-03

Inception Date

Performance Overview: CAMUX

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Trailing returns as of 4/3/2025. Category is Mid-Cap Blend.

YTD Return

CAMUX
1.87%
Category
17.04%
 

1-Year Return

CAMUX
8.28%
Category
50.44%
 

3-Year Return

CAMUX
2.23%
Category
13.15%
 

5-Year Return

CAMUX
15.20%
Category
13.75%
 

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Holdings: CAMUX

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Sector Weightings

SectorCAMUX
Technology   19.65%
Industrials   19.65%
Healthcare   14.50%
Utilities   9.49%
Real Estate   7.05%
Energy   5.02%

Recent News: CAMUX

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Research Reports: CAMUX

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