- What does CAMMX invest in?
- The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks of small- to mid-sized companies. The adviser considers small- and mid-sized companies to be those with market capitalizations not greater than either that of the largest company in the Russell 2500® Value Index.
- What is the expense ratio of CAMMX?
- Cambiar SMID Investor (CAMMX) charges an expense ratio of 0.95%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is CAMMX?
- Cambiar SMID Investor (CAMMX) manages $39.8M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is CAMMX actively managed or an index fund?
- CAMMX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (CAMMX's is 0.95%) because there's no security selection cost.
- When was CAMMX launched?
- Cambiar SMID Investor (CAMMX) launched in June 2011 and is managed by the fund issuer.
- How has CAMMX performed?
- CAMMX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
