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Cambiar Small Cap Inv (CAMSX) Fund Ranking and Research

Ranking, Research and Recommendation of Cambiar Small Cap Inv (CAMSX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Cambiar Small Cap Inv Fund (CAMSX) ManagerFund Manager - Anna (Ania) A. Aldrich

Fund Manager Information

Fund Manager Tenure: 15.3 years
Similar Funds: CAMZX 
Fund Family: Cambiar Funds
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: E (Score: 0.39)     (What does this score mean?)

 

Graph of Cambiar Small Cap Inv Fund (CAMSX) ProfileCambiar Small Cap Inv Fund (CAMSX) Profile

Fund Profile and Description

Cambiar Small Cap Inv Fund seeks long-term capital appreciation. Cambiar Small Cap Inv Fund invests at least 80% of net assets in common stocks of small cap companies with market capitalizations not greater than either that of the largest company in the Russell 2000 Index or $3.5 billion, whichever is greater at the time of purchase.

 

Cambiar Small Cap Inv (CAMSX) Fund Strength What we like about Cambiar Small Cap Inv (CAMSX) Fund

Data for Cambiar Small Cap Inv Fund (CAMSX) as of May 30, 2016

  • Cambiar Small Cap Inv Fund (CAMSX) management has been with Cambiar Small Cap Inv Fund for 15.3 years
  • Cambiar Small Cap Inv Fund (CAMSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Cambiar Small Cap Inv Fund (CAMSX) Weakness What we are cautious about Cambiar Small Cap Inv (CAMSX) Fund

Data for Cambiar Small Cap Inv Fund (CAMSX) as of May 30, 2016

  • Cambiar Small Cap Inv Fund (CAMSX) has a less-than-ideal short-term performance (1-year return -14.62% vs -5.18% Small Blend category median performance)
  • Cambiar Small Cap Inv Fund (CAMSX) has a less-than-ideal mid-term performance (3-year return 2.85% vs 6.96% Small Blend category median performance)
  • Cambiar Small Cap Inv Fund (CAMSX) has a less-than-ideal Long-term performance (5-year return 4.44% vs 7.84% Small Blend category median performance)
  • Cambiar Small Cap Inv Fund (CAMSX) ratio of up-years vs down years can be improved
  • Cambiar Small Cap Inv Fund (CAMSX) has a Morningstar rating of 3 and below
  • Cambiar Small Cap Inv Fund (CAMSX) is less safe compared to its Small Blend peers
  • Cambiar Small Cap Inv Fund (CAMSX) has an annual stock turnover rate of 69.00% that is higher than the Small Blend average of 52.13%. This could mean Cambiar Small Cap Inv is more nimble, but also signal potential high tax impact and high trading fees
  • Cambiar Small Cap Inv Fund (CAMSX) does not have a good risk adjusted return as its 3-year Alpha of -9.1 is worse than category average of -4.16, and its 3-year Sharpe ratio is 0.25
  • Cambiar Small Cap Inv Fund (CAMSX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.52 that is higher than category average of 14.58
  • Cambiar Small Cap Inv Fund (CAMSX) has a higher expense ratio of 1.30% than its Small Blend average of 1.22%
See Cambiar Small Cap Inv Fund (CAMSX) performance details as of May 30, 2016

 

What do you think?

 

Compare Cambiar Small Cap Inv Fund (CAMSX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Cambiar Small Cap Inv0.00-14.622.854.44
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare Cambiar Small Cap Inv Fund (CAMSX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of Cambiar Small Cap Inv Fund (CAMSX) Net Asset TrackingCambiar Small Cap Inv (CAMSX) Fund Net Asset

Track net asset change of Cambiar Small Cap Inv fund (CAMSX)

DateNet Asset
05/2016$755.61M
03/2016$802.94M
02/2016$748.01M
More historic net asset information on Cambiar Small Cap Inv Fund (CAMSX)

  

Graph of Cambiar Small Cap Inv Fund (CAMSX) Portfolio TrackingCambiar Small Cap Inv (CAMSX) Fund Portfolio Allocation

Track portfolio allocation change of Cambiar Small Cap Inv fund (CAMSX)

DateCashStockBondOther
04/20162.02%97.98%0%0%
02/20167.74%92.26%0%0%
01/20164.83%95.17%0%0%
Click here to see more historic asset allocation information on Cambiar Small Cap Inv Fund (CAMSX)

 

graph of Cambiar Small Cap Inv Fund (CAMSX) Top 10 Position TrackingTop 10 Holdings in Cambiar Small Cap Inv (CAMSX) Fund

Discover what Cambiar Small Cap Inv Fund (CAMSX) manager is buying

Apr 29, 2016
Cardtronics, Inc. [2.51%]
Aircastle Limited Common Stock [2.4%]
Umpqua Holdings Corporation [2.39%]
Magellan Health, Inc. [2.38%]
SCIENCE APPLICATIONS INTERNATIO [2.38%]
Enersys Common Stock [2.35%]
TCF Financial Corporation Commo [2.3%]
Microsemi Corporation [2.29%]
Group 1 Automotive, Inc. Common [2.27%]
Brinks Company (The) Common Sto [2.26%]

Feb 28, 2016
Energizer Holdings, Inc. Common [2.52%]
Microsemi Corporation [2.49%]
Telephone and Data Systems, Inc [2.48%]
Synaptics Incorporated [2.41%]
Umpqua Holdings Corporation [2.41%]
Haemonetics Corporation Common [2.41%]
Rambus, Inc. [2.36%]
Aircastle Limited Common Stock [2.35%]
Enersys Common Stock [2.28%]
Cardtronics, Inc. [2.28%]

Jan 30, 2016
Haemonetics Corporation Common [2.42%]
DSW Inc. Common Stock [2.42%]
Beacon Roofing Supply, Inc. [2.41%]
Cabot Corporation Common Stock [2.41%]
Sinclair Broadcast Group, Inc. [2.38%]
Regal Beloit Corporation Common [2.36%]
Umpqua Holdings Corporation [2.35%]
Diebold, Incorporated Common St [2.32%]
Genesco Inc. Common Stock [2.31%]
Microsemi Corporation [2.29%]
Click here for Stock Holding Change Map in Cambiar Small Cap Inv Fund (CAMSX)

  

Latest News on Cambiar Small Cap Inv (CAMSX) Fund

See what is happening with Cambiar Small Cap Inv Fund (CAMSX)

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Cambiar Small Cap Inv Fund (CAMSX) Related ResourcesSee more information on Cambiar Small Cap Inv (CAMSX) Fund

Popular pages on Cambiar Small Cap Inv (CAMSX) Fund

  

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