Nasdaq - Delayed Quote USD

Cambiar Opportunity Inst (CAMWX)

27.00
-0.04
(-0.15%)
At close: 8:04:10 PM EDT
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  • Previous Close 27.04
  • YTD Return -2.42%
  • Expense Ratio 0.65%
  • Category Large Value
  • Last Cap Gain 31.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 368.46M
  • Beta (5Y Monthly) 0.89
  • Yield 1.54%
  • 5y Average Return --
  • Holdings Turnover 32.00%
  • Last Dividend 0.44
  • Inception Date Nov 3, 2005

The fund invests primarily in a diversified portfolio of common stocks of companies with a market capitalization in excess of $20 billion at time of purchase. The Adviser constructs the fund's portfolio on a security-by-security basis, with the goal of building a portfolio that strikes a balance between the Adviser's conviction in an investment and portfolio diversification.

Cambiar Funds

Fund Family

Large Value

Fund Category

368.46M

Net Assets

2005-11-03

Inception Date

More about Cambiar Opportunity Inst

Performance Overview: CAMWX

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Trailing returns as of 5/7/2025. Category is Large Value.

YTD Return

CAMWX
2.42%
Category
4.44%
 

1-Year Return

CAMWX
6.31%
Category
14.37%
 

3-Year Return

CAMWX
9.06%
Category
6.04%
 

5-Year Return

CAMWX
14.55%
Category
9.20%
 

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Holdings: CAMWX

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Sector Weightings

SectorCAMWX
Financial Services   20.60%
Healthcare   18.58%
Technology   9.99%
Industrials   9.98%
Energy   9.18%
Consumer Defensive   8.81%
Consumer Cyclical   7.48%
Communication Services   5.85%
Utilities   4.89%
Basic Materials   4.64%
Real Estate   0.00%
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Recent News: CAMWX

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Research Reports: CAMWX

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