Cambiar Small Cap Fund;Investor

NAS: CAMSX

GO
/zigman2/quotes/208899958/realtime

$

14.82

Change

-0.18 -1.20%

Jan 26, 2022

YTD return

-6.02%

5 yr avg return

6.82%

Total net assets

39.30M

52 week low

52 week high

$14.82

$21.64

Yield

0.00%

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

70.00%

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

n/a

Dividend freq.

Annually

Capital gain (2021)

5.18

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.97

Beta

1.23

Standard deviation

6.55

R. squared

0.81

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
6m
1y
3y
5y
/news/latest/company/us/camsx

MarketWatch News on CAMSX

  1. audio content Factor managerial risk into your fund decisions

    7:40 a.m. May 11, 2007

    - Chuck Jaffe

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

    9:02 p.m. April 4, 2006

    - Jonathan Burton

  3. Triple Threat

    11:01 p.m. May 1, 2005

    - Barron's Online

Lipper Leader

Total Return: 1 Consistent Return: 1 Preservation: 1 Tax Efficiency: 1 Expense: 4

YTD Lipper Ranking: Quintile 2 (21th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD -6.02% -8.29% -8.70% 21% 2
1yr 2.87% 7.53% 14.60% 74% 4
3yr 11.97% 12.24% 19.80% 57% 3
5yr 6.82% 8.43% 15.70% 80% 4
10yr 7.97% 10.57% 14.9% 94% 5

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$48,509

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Small-Cap Core Funds

Fund family

Cambiar Funds

Fund status

Closed

Fund inception

August 31, 2004

Manager

Team Managed

Investment Policy

The Fund seeks long-term capital appreciation. Under normal circumstances the Fund will invest at least 80% of its assets in the common stock of small cap companies. The Fund considers small-cap companies to be those with market capitalizations not greater than $3.5 billion.

/news/nonmarketwatch/company/us/camsx

Other News on CAMSX

  1. Top 5 Small Cap Mutual Funds - Best of Funds

    11:09 a.m. Nov. 9, 2011

    - Zacks.com

  2. Caution on Small-Stock Funds

    1:51 p.m. May 12, 2011

    - The Wall Street Journal Interactive Edition

Link to MarketWatch's Slice.