Advertisement
Skip to Content
Morningstar

Cambiar International Equity Instl CAMYX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 23.68  /  0.55 %
  • Total Assets 308.8 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 2.77%
  • Turnover 61%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:09 PM GMT+00:00

Morningstar’s Analysis CAMYX

Will CAMYX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CAMYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CAMYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CAMYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Cambiar International Equity Instl to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor