Skip to Content

Cambiar Small Cap Inv CAMSX

Quantitative rating as of
NAV / 1-Day Return
14.74  /  0.34 %
Total Assets
73.1 Mil
Adj. Expense Ratio
1.100%
Expense Ratio
1.100%
Distribution Fee Level
Average
Share Class Type
No Load
Category
Small Blend
Investment Style
Small Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.00
Turnover
64%

Morningstar’s Analysis CAMSX

Will CAMSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

|

An upgrade in its Process Pillar rating is the primary driver of Cambiar Small Cap Inv's upgrade to a Morningstar Quantitative Rating of Bronze from Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

Unlock our full analysis with Morningstar Investor