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Cambiar Opportunity Fund;Investor

NAS: CAMOX

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/zigman2/quotes/209711246/realtime

$

29.24

Change

+0.08 +0.27%

Sep 24, 2021

YTD return

17.90%

5 yr avg return

14.31%

Total net assets

160.30M

52 week low

52 week high

$21.85

$29.88

Yield

0.63%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.84%

12 b-1

n/a

Turnover

87.00%

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

0.19

Dividend freq.

Annually

Capital gain (2020)

0.81

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.13

Beta

1.01

Standard deviation

5.54

R. squared

0.93

Min. Investment

Standard (taxable)

2500

IRA

500

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
1d
5d
3m
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1y
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/news/latest/company/us/camox

MarketWatch News on CAMOX

  1. Not Your Traditional Value Fund

    9:30 p.m. Aug. 27, 2021

    - Barron's Online

  2. Waiting for the Turn

    5:52 a.m. May 19, 2012

    - Barron's Online

  3. Buy funds for diversity, not past performance

    10:12 a.m. May 8, 2008

    - MarketWatch

  4. Top funds at Vanguard, American Funds face end to streaks

    10:57 a.m. Nov. 7, 2007

    - Murray Coleman

  5. Value-fund managers divided on Citigroup, other financials

    5:22 p.m. Nov. 5, 2007

    - Murray Coleman

  6. Stock-buying opportunities jump since January: analyst

    10:19 a.m. April 3, 2007

    - MarketWatch

  7. Five small-cap funds that still accept new investors

    10:02 p.m. April 4, 2006

    - Jonathan Burton

  8. Triple Threat

    12:01 a.m. May 2, 2005

    - Barron's Online

  9. Funds that work in a flat market

    11:24 a.m. Feb. 23, 2005

    - Thurman Smith

Lipper Leader

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

YTD Lipper Ranking: Quintile 4 (67th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 17.90% 19.76% 19.90% 67% 4
1yr 40.88% 45.21% 39.30% 69% 4
3yr 15.56% 9.86% 17.20% 4% 1
5yr 14.31% 11.61% 17.70% 10% 1
10yr 13.67% 12.91% 17% 32% 2

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$49,527

Fund Comparison

Compare: Returns Risk Fees Holdings

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Fund Details

Category

Multi-Cap Value Funds

Fund family

Cambiar Funds

Fund status

Open

Fund inception

June 30, 1998

Manager

Team Managed

Investment Policy

The Fund seeks to provide capital growth and preservation by investing primarily in common stock. The Fund seeks to provide above-average performance in both rising and falling market periods by investing in stocks that have limited downside risk with positive upside potential.

/news/nonmarketwatch/company/us/camox

Other News on CAMOX

  1. Fund Fiend: Stock-Picking Standout

    5:40 p.m. Feb. 6, 2011

    - The Wall Street Journal Interactive Edition

Link to MarketWatch's Slice.