Cambiar Small Cap Fund

3 / 5 Stars
4 3 2 3 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
C (Hold)

U.S. News evaluated 227 Small Blend 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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Note: Profile written for different share class.


The fund has returned 27.66 percent over the past year, 12.62 percent over the past three years, and 28.42 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 0.3%
1 Year 27.7%
3 Years (Annualized) 12.6%
5 Years (Annualized) 28.4%
10 Years (Annualized) N/A

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Cambiar Small Cap has been on a tear lately.

As of March 05, 2014, the fund has assets totaling almost $1.40 billion invested in 55 different holdings. Its portfolio consists primarily of shares of small and midsized companies.

Since 2009, this fund has been putting together blockbuster numbers. After the market bottomed out in March 2009, this fund came roaring back, finishing the year with a 45 percent return. The hot streak continued last year, with the fund's 36 percent gain earning it a double-digit premium over both the broader market and the average for Morningstar's small-blend category. Lately, the fund has been striking gold in the hardware sector. Take, for instance, Triquint Semiconductor, which returned upwards of 90 percent in 2010. In picking stocks, management employs both value and growth strategies. On the one hand, management likes companies that are trading at a discount. But at the same time, the fund also actively looks for short-term catalysts that could spur significant growth. This blend strategy has served the fund well since its 2004 inception. Notably, its three-year annualized returns, as of the end of the first quarter, rank among the top 4 percent of its Morningstar category. The fund has returned 27.66 percent over the past year, 12.62 percent over the past three years, and 28.42 percent over the past five years.

Investment Strategy

The fund employs a blend strategy, meaning that both value and growth metrics are considered. Management will often sell or scale back a holding when it reaches its target price or experiences unsustainable growth. Relative to its peers, the fund sports a fairly hefty overweight to mid-cap companies, which as of December 2010 represented 47 percent of its portfolio.

Role in Portfolio

This fund could lend support to a well-balanced portfolio.


A team of five managers runs the fund. 


Cambiar Small Cap Fund has an expense ratio of 1.05 percent. 

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Like all stock funds, this one comes with some risks.

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See Also:

Top Cambiar Funds Funds