Mutual Fund Insights: Cambiar small Cap Instl Fund (CAMZX)

In-depth Analysis of Cambiar small Cap Instl Fund (CAMZX)

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See Cambiar small Cap Instl Fund (CAMZX) performance details as of February 28, 2010

  

Last Trade: $14.28 on 3/19/2010, Change: -0.14 (-0.97%)

Experiment our closing price forecasting tool for Cambiar small Cap Instl Fund (CAMZX) (alpha release)

  

Fund Manager - Ania A. Aldrich

Fund Manager Tenure: 5.6 years   [Similar Funds: CAMSX ]
Fundmojo Fund Grade: A (Score: 0.77)     (What does this score mean?)

Ania A. Aldrich is a vice president and portfolio manager with Cambiar Investors LLC, her employer since 1999. Prior to that, Ania A. Aldrich was a global equity analyst at Bankers Trust where Ania A. Aldrich covered the financial services and transportation sectors. Ania A. Aldrich began her career as an investor relations specialist at BET PLC, a New York based communications firm. Ania A. Aldrich holds the Chartered Financial Analyst designation.  Get more insights on Ania A. Aldrich

  

 What we like about Cambiar small Cap Instl Fund (CAMZX)

Data for Cambiar small Cap Instl Fund (CAMZX) as of February 28, 2010

• Cambiar small Cap Instl Fund (CAMZX) management has been with Cambiar small Cap Instl Fund for 5.6 years
• Cambiar small Cap Instl Fund (CAMZX) has good short-term performance (1-year return 72.02% vs 67.42 % Small Blend category average)
• Cambiar small Cap Instl Fund (CAMZX) has good Long-term performance (5-year return 5.74% vs 0.83 % Small Blend category average)
• Cambiar small Cap Instl Fund (CAMZX) ratio of up-years vs down years is greater than 2
• Cambiar small Cap Instl Fund (CAMZX) has a Morningstar rating of 4 and above
• Cambiar small Cap Instl Fund (CAMZX) is less volatile than its peers as it has a 3-year Standard Deviation of 25.1, lower than category average of 25.44
• Cambiar small Cap Instl Fund (CAMZX) has a lower management fee than its Small Blend average: 1.05% vs 1.53%
• Cambiar small Cap Instl Fund (CAMZX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Cambiar small Cap Instl Fund (CAMZX)

Data for Cambiar small Cap Instl Fund (CAMZX) as of February 28, 2010

• Cambiar small Cap Instl Fund (CAMZX) has a less-than-ideal mid-term performance (3-year return -3.41% vs -6.15 % Small Blend category average)
• Cambiar small Cap Instl Fund (CAMZX) has an annual stock turnover rate of 103.00% that is higher than the Small Blend average of 97.63%. This could mean Cambiar small Cap Instl is more nimble, but also signal potential high tax impact and high trading fees

See Cambiar small Cap Instl Fund (CAMZX) performance details as of February 28, 2010

  

  

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Cambiar small Cap Instl Fund (CAMZX) Net Asset

Track net asset change of Cambiar small Cap Instl fund (CAMZX)

Date	Net Asset
02/2010	$85.34M
01/2010	$900.00K
11/2009	$830.00K

More historic net asset information on Cambiar small Cap Instl Fund (CAMZX)

  

Cambiar small Cap Instl Fund (CAMZX) Portfolio Allocation

Track portfolio allocation change of Cambiar small Cap Instl fund (CAMZX)

Date	Cash	Stock	Bond	Other
10/2009	10.85%	89.15%	0%	0%
08/2009	5.33%	94.66%	0%	0%
06/2009	5.71%	94.29%	0%	0%

Click here to see more historic asset allocation information on Cambiar small Cap Instl Fund (CAMZX)

  

Most Recent Top 10 Holdings in Cambiar small Cap Instl Fund (CAMZX)

Discover what Cambiar small Cap Instl Fund (CAMZX) manager is buying

31-Oct-09 HighMark US Government MMkt Fid [3.99%] HighMark Diversified Money Market Fid [3.99%] SUPERIOR ENERGY SV [2.12%] OIL STATES INTL INC [2.08%] Rosetta Resources Inc. [2.07%] ROBBINS & MYERS INC [2.06%] ALLIANT TECH SYS INC [2.06%] RESMED INC [2.04%] UNIVERSAL CP [2.04%] Silgan Holdings, Inc. [2.03%]

31-Aug-09 HighMark Diversified Money Market Fid [4.12%] ROBBINS & MYERS INC [2.31%] BROADRIDGE FIN SOL [2.28%] NCR CP [2.26%] CHGO BRIDGE & IRON [2.23%] Intersil Corporation [2.2%] RESMED INC [2.14%] TRIUMPH GROUP INC [2.1%] LENNOX INTL INC [2.1%] HANOVER INSURANCE GR [2.05%]

30-Jun-09 HighMark Diversified Money Market Fid [4.08%] SOTHEBYS [2.42%] NCR CP [2.29%] Psychiatric Solutions, Inc. [2.25%] Harmonic Inc. [2.21%] Chattem, Inc. [2.21%] HANOVER INSURANCE GR [2.17%] RESMED INC [2.17%] AMER EQ INV LIFE HLD [2.16%] DREAMWORKS ANIMATION [2.15%]

Click here for Stock Holding Change Map in Cambiar small Cap Instl Fund (CAMZX)

  

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See more information on Cambiar small Cap Instl Fund (CAMZX)

• Cambiar small Cap Instl Fund Insights
• Cambiar small Cap Instl Fund Performance Data
• Cambiar small Cap Instl Fund News
• Cambiar small Cap Instl Fund Score Explaination
• Cambiar small Cap Instl Fund Manager Information
• Historic Cambiar small Cap Instl Fund Asset Allocation Report
• Historic Cambiar small Cap Instl Fund Top 10 Holding Tracking
• Historic Cambiar small Cap Instl Fund Asset Under Management Tracking