CAMMX : Cambiar SMID Fund Investor Class Shares

CAMMX is a US Stocks Market Mid-Cap Blend with MODERATE fees.

CAMMX

Cambiar SMID Fund Investor Class Shares

FI Score

33 /100

Expense Ratio Rating

6 /10

Expense Rating

1 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

33% FI Score
  • cammx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Blend

Cambiar SMID Fund Investor Class Shares

Expenses: 0.94% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Blend US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks of small- to mid-sized companies. The adviser considers small- and mid-sized companies to be those with market capitalizations not greater than either that of the largest company in the Russell 2500® Value Index or $12 billion, whichever is greater at the time of initial purchase.

Largest Holdings

Amount Holding
2.98% Atmos Energy Corp
2.94% Qorvo Inc
2.94% Knight-Swift Transportation Holdings Inc A
2.94% JB Hunt Transport Services Inc
2.92% Expeditors International of Washington Inc
2.87% NVR Inc
2.78% Amdocs Ltd
2.76% Equitable Holdings Inc
2.75% The Toro Co
2.72% Bio-Rad Laboratories Inc
2.71% Hubbell Inc
2.69% Essential Utilities Inc
2.69% ON Semiconductor Corp
2.67% Leidos Holdings Inc
2.67% IPG Photonics Corp
2.64% Lincoln Electric Holdings Inc
2.63% Charles River Laboratories International Inc
2.62% Cerence Inc Ordinary Shares
2.60% Bruker Corp
2.52% Fidelity National Financial Inc
2.51% Huntington Ingalls Industries Inc
2.51% Maximus Inc
2.51% Vail Resorts Inc
2.50% CoreSite Realty Corp
2.47% East West Bancorp Inc

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