Cambiar Small is trading at 18.87 as of the 24th of November 2024; that is 1.51 percent up since the beginning of the trading day. The fund's open price was 18.59. Cambiar Small has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Cambiar Small Cap 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.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in common stocks of small-cap companies. The Adviser constructs the funds portfolio on a security-by-security basis, with the goal of building a portfolio that strikes a balance between the Advisers conviction in an investment and portfolio diversification.. More on Cambiar Small Cap
Cambiar Small Cap [CAMZX] is traded in USA and was established 24th of November 2024. Cambiar Small is listed under Cambiar Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Cambiar Funds family. This fund currently has accumulated 94.97 M in assets under management (AUM) with minimum initial investment of 5 M. Cambiar Small Cap is currently producing year-to-date (YTD) return of 10.34% with the current yeild of 0.01%, while the total return for the last 3 years was 3.63%.
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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 Small Cap 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.
Other Information on Investing in Cambiar Mutual Fund
Cambiar Small 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 Small security.