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New York Markets Open in:

Cambiar Aggressive Value Fund;Investor

NAS: CAMAX

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/zigman2/quotes/200981064/realtime

$

23.85

Change

-0.12 -0.50%

Dec 3, 2021

YTD return

12.50%

5 yr avg return

6.32%

Total net assets

50.40M

52 week low

52 week high

$20.94

$27.05

Yield

0.41%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

2.00%

Total expense ratio

1.05%

12 b-1

n/a

Turnover

135.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.10

Dividend freq.

Annually

Capital gain (2020)

n/a

Capital gain (YTD)

n/a

Risk Measures

Alpha

-1.00

Beta

1.25

Standard deviation

7.33

R. squared

0.79

Min. Investment

Standard (taxable)

2500

IRA

500

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
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/news/latest/company/us/camax

MarketWatch News on CAMAX

No News currently available for CAMAX

Lipper Leader

Total Return: 3 Consistent Return: 2 Preservation: 1 Tax Efficiency: 5 Expense: 4

YTD Lipper Ranking: Quintile 3 (42th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 12.50% 11.59% 22.50% 42% 3
1yr 12.48% 14.85% 25.60% 79% 4
3yr 11.44% 10.69% 19.70% 33% 2
5yr 6.32% 9.84% 17.80% 87% 5
10yr 9.02% 8.95% 16.1% 60% 3

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$29,716

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Global Multi-Cap Value Fds

Fund family

Cambiar Funds

Fund status

Open

Fund inception

August 31, 2007

Manager

Brian M. Barish

Investment Policy

The Fund seeks long-term capital appreciation. The Fund invests at least 80% of its net assets in equity securities of U.S. and non-U.S. companies within any market capitalization range, including convertible securities and derivatives.

/news/nonmarketwatch/company/us/camax

Other News on CAMAX

  1. Best Performing Aggressive Growth Funds Of Q2 2015

    5:42 p.m. Aug. 11, 2015

    - Seeking Alpha

  2. Best Performing Aggressive Growth Funds Of Q1 2015

    3:12 a.m. May 1, 2015

    - Seeking Alpha

  3. Barreling Along

    3:27 p.m. July 5, 2011

    - The Wall Street Journal Interactive Edition

  4. Helped by $100 Oil

    6:32 p.m. April 3, 2011

    - The Wall Street Journal Interactive Edition

  5. Fund Fiend: Stock-Picking Standout

    4:40 p.m. Feb. 6, 2011

    - The Wall Street Journal Interactive Edition

  6. What Works in This Market

    3:42 p.m. June 26, 2012

    - The Wall Street Journal Interactive Edition

Link to MarketWatch's Slice.