Cambiar Opportunity Fund Class Institutional
CAMWX
NASDAQ
| Weiss Ratings | CAMWX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | CAMWX-NASDAQ | Click to Compare |
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| Provider | Cambiar Funds | |||
| Manager/Tenure (Years) | Brian M. Barish (28), Anna (Ania) A. Aldrich (27), Joseph Chin (7), 2 others | |||
| Website | http://www.cambiar.com | |||
| Fund Information | CAMWX-NASDAQ | Click to Compare |
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| Fund Name | Cambiar Opportunity Fund Class Institutional | |||
| Category | Large Value | |||
| Sub-Category | US Equity Large Cap Value | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Nov 03, 2005 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 500,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CAMWX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.21% | |||
| Dividend | CAMWX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.83% | |||
| Asset Allocation | CAMWX-NASDAQ | Click to Compare |
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| Cash | 0.16% | |||
| Stock | 99.84% | |||
| U.S. Stock | 89.92% | |||
| Non-U.S. Stock | 9.92% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | CAMWX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.70% | |||
| 30-Day Total Return | -4.90% | |||
| 60-Day Total Return | -1.04% | |||
| 90-Day Total Return | 0.07% | |||
| Year to Date Total Return | 12.33% | |||
| 1-Year Total Return | 18.76% | |||
| 2-Year Total Return | 28.89% | |||
| 3-Year Total Return | 56.42% | |||
| 5-Year Total Return | 64.09% | |||
| Price | CAMWX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CAMWX-NASDAQ | Click to Compare |
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| Nav | $28.33 | |||
| 1-Month Low NAV | $28.33 | |||
| 1-Month High NAV | $29.89 | |||
| 52-Week Low NAV | $24.77 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $31.25 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | CAMWX-NASDAQ | Click to Compare |
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| Beta | 0.75 | |||
| Standard Deviation | 12.02 | |||
| Balance Sheet | CAMWX-NASDAQ | Click to Compare |
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| Total Assets | 334.96M | |||
| Operating Ratios | CAMWX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.65% | |||
| Turnover Ratio | 49.00% | |||
| Performance | CAMWX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 26.14% | |||
| Last Bear Market Total Return | -12.85% | |||