Cambiar Small Cap Fund Quote
| CAMZX Fund | USD 17.54 0.13 0.74% |
Performance2 of 100
| Odds Of DistressLess than 21
|
Cambiar Small is trading at 17.54 as of the 31st of January 2025; that is 0.74 percent down since the beginning of the trading day. The fund's open price was 17.67. Cambiar Small has about a 21 % 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. The performance scores are derived for the period starting the 11th of February 2023 and ending today, the 31st of January 2025. 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
Moving together with Cambiar Mutual Fund
Cambiar Mutual Fund Highlights
| Fund Concentration | Cambiar Funds, Large Funds, Small Blend Funds, Small Blend, Cambiar Funds, Large, Small Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2022 |
| Fiscal Year End | October |
Cambiar Small Cap [CAMZX] is traded in USA and was established 31st of January 2025. 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 3.88% with the current yeild of 0.01%, while the total return for the last 3 years was 5.43%.
Check Cambiar Small 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 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.
Top Cambiar Small Cap Mutual Fund Constituents
| AXS | AXIS Capital Holdings | Stock | Financials | |
| FAF | First American | Stock | Financials | |
| SMCI | Super Micro Computer | Stock | Information Technology | |
| WNS | WNS Holdings | Stock | Industrials | |
| AMH | American Homes 4 | Stock | Real Estate | |
| VVV | Valvoline | Stock | Materials | |
| DIOD | Diodes Incorporated | Stock | Information Technology | |
| BWXT | BWX Technologies | Stock | Industrials |
Cambiar Small Cap Risk Profiles
| Mean Deviation | 0.7513 | |||
| Semi Deviation | 1.29 | |||
| Standard Deviation | 1.26 | |||
| Variance | 1.59 |
Cambiar Small Against Markets
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.
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