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Cambiar Small Cap Fund;Investor

NAS: CAMSX

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/zigman2/quotes/208899958/realtime

$

20.08

Change

-0.24 -1.18%

Dec 3, 2021

YTD return

11.43%

5 yr avg return

8.05%

Total net assets

39.10M

52 week low

52 week high

$17.45

$21.64

Yield

0.30%

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

0.06

Dividend freq.

Annually

Capital gain (2020)

n/a

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.93

Beta

1.21

Standard deviation

6.80

R. squared

0.83

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

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

YTD Lipper Ranking: Quintile 5 (86th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 11.43% 19.18% 22.50% 86% 5
1yr 17.27% 25.71% 25.60% 90% 5
3yr 11.83% 12.25% 19.70% 59% 3
5yr 8.05% 10.22% 17.80% 83% 5
10yr 8.94% 11.83% 16.1% 94% 5

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$48,080

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

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