Cambiar SMID Fund

Class Inv (CAMMX)
Scorecard
2 / 5 Stars
Lipper
5 4 2 1 4
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 112 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 33.09 percent over the past year, and 16.43 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 9.0%
1 Year 33.1%
3 Years (Annualized) 16.4%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. 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 companies with market capitalizations of up to $12 billion at the time of purchase. It normally invests in 35-45 common stocks.

Fees

Fees are Low compared to funds in the same category.
Cambiar SMID Fund has an expense ratio of 1.35 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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See Also:

Top Cambiar Funds Funds