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Cambiar Small Cap Fund;Investor

NAS: CAMSX

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/zigman2/quotes/208899958/realtime

$

13.89

Change

+0.39 +2.89%

Jun 24, 2022

YTD return

-11.92%

5 yr avg return

6.89%

Total net assets

34.90M

52 week low

52 week high

$13.12

$21.64

Yield

0.00%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

2.00%

Total expense ratio

1.10%

12 b-1

n/a

Turnover

64.00%

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

-0.48

Beta

1.11

Standard deviation

6.30

R. squared

0.76

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/camsx

MarketWatch News on CAMSX

  1. audio content Factor managerial risk into your fund decisions

    8:40 a.m. May 11, 2007

    - Chuck Jaffe

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

    10:02 p.m. April 4, 2006

    - Jonathan Burton

  3. Triple Threat

    12:01 a.m. May 2, 2005

    - Barron's Online

Lipper Leader

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

YTD Lipper Ranking: Quintile 1 (8th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD -11.92% -17.38% -17.30% 8% 1
1yr -12.68% -15.06% -7.00% 37% 2
3yr 7.65% 7.17% 11.80% 49% 3
5yr 6.89% 5.87% 11.90% 32% 2
10yr 8.12% 9.75% 13.6% 86% 5

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$48,785

Fund Comparison

Compare: Returns Risk Fees Holdings

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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

    12:09 p.m. Nov. 9, 2011

    - Zacks.com

  2. Caution on Small-Stock Funds

    2:51 p.m. May 12, 2011

    - The Wall Street Journal Interactive Edition

Link to MarketWatch's Slice.