Cambiar Smid Fund Quote
| CAMMX Fund | USD 25.62 0.21 0.83% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Cambiar Smid is trading at 25.62 as of the 24th of November 2024; that is 0.83 percent up since the beginning of the trading day. The fund's open price was 25.41. Cambiar Smid has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Cambiar Smid Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of October 2024 and ending today, the 24th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent 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.. More on Cambiar Smid Fund
Moving together with CAMBIAR Mutual Fund
CAMBIAR Mutual Fund Highlights
| Fund Concentration | Cambiar Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Cambiar Funds, Large, Mid-Cap Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2022 |
| Fiscal Year End | October |
Cambiar Smid Fund [CAMMX] is traded in USA and was established 24th of November 2024. Cambiar Smid is listed under Cambiar Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Cambiar Funds family. This fund currently has accumulated 172.52 M in assets under management (AUM) with minimum initial investment of 2.5 K. Cambiar Smid is currently producing year-to-date (YTD) return of 3.53% with the current yeild of 0.01%, while the total return for the last 3 years was 3.58%.
Check Cambiar Smid Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on CAMBIAR Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding CAMBIAR Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Cambiar Smid Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Cambiar Smid Fund Mutual Fund Constituents
| BKU | BankUnited | Stock | Financials | |
| XL | XL Fleet Corp | Stock | US Stock | |
| EQH | Axa Equitable Holdings | Stock | Financials | |
| ALK | Alaska Air Group | Stock | Industrials | |
| NNN | National Retail Properties | Stock | Real Estate | |
| SYF | Synchrony Financial | Stock | Financials | |
| PINC | Premier | Stock | Health Care | |
| VMC | Vulcan Materials | Stock | Materials |
Cambiar Smid Risk Profiles
| Mean Deviation | 0.6185 | |||
| Semi Deviation | 0.6429 | |||
| Standard Deviation | 0.7806 | |||
| Variance | 0.6093 |
Cambiar Smid Against Markets
Other Information on Investing in CAMBIAR Mutual Fund
Cambiar Smid financial ratios help investors to determine whether CAMBIAR Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in CAMBIAR with respect to the benefits of owning Cambiar Smid security.
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