Cambiar SMID Investor

Frequently Asked Questions About CAMMX

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 $35.5M 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.