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Cambiar Small Cap Fund;Investor

NAS: CAMSX

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/zigman2/quotes/208899958/realtime

$

15.37

Change

-0.22 -1.41%

Jan 19, 2022

YTD return

-2.54%

5 yr avg return

8.05%

Total net assets

39.30M

52 week low

52 week high

$15.05

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

YTD Lipper Ranking: Quintile 2 (24th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD -2.54% -4.73% -4.80% 24% 2
1yr 7.30% 10.92% 21.00% 69% 4
3yr 13.36% 13.72% 21.40% 58% 3
5yr 8.05% 9.76% 17.00% 82% 5
10yr 8.42% 11.11% 15.5% 95% 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

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