Cambiar Funds Mutual Funds List
Here you can find all mutual funds issued by Cambiar Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 4
- Avg. Expense Ratio
- 0.97%
- Avg. 1 Year Return
- 20.79%
- Avg. 5 Year Return
- 5.70%
- Median Risk/Return Score
- 31 / 100
Cambiar Funds Mutual Funds List
4 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cambiar International Equity Fund | Foreign Large Cap Equities | Sep 9, 2002 | 0.98% | 0.31% | 4.74% | 1.80% | 9 | ||||||||
| Cambiar SMID Fund | Mid Cap Blend Equities | May 31, 2011 | 0.93% | 13.39% | 10.06% | 30.47% | 19 | ||||||||
| Cambiar Opportunity Portfolio | Large Cap Value Equities | Jun 30, 1998 | 0.85% | 10.52% | 12.46% | 20.38% | 44 | ||||||||
| Cambiar Small Cap Fund | Small Cap Blend Equities | Aug 31, 2004 | 1.10% | 15.24% | 9.09% | 9.20% | 42 |
Explore top Cambiar Funds Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Cambiar Funds Mutual funds by Risk/Return Score
The top Cambiar Funds Mutual funds by PortfoliosLab Risk/Return Score are CAMOX (44) and CAMSX (42).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Cambiar Opportunity Portfolio | 44 | — | Jun 1998 | |
| Cambiar Small Cap Fund | 42 | — | Aug 2004 | |
| Cambiar SMID Fund | 19 | — | May 2011 | |
| Cambiar International Equity Fund | 9 | — | Sep 2002 |
Best-Performing Cambiar Funds Mutual funds Over 5 Years
The top Cambiar Funds Mutual funds is CAMOX (9.88%).
Across the lineup, Cambiar Funds Mutual funds show an average 1-year return of 20.79% and an average 5-year return of 5.70%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Cambiar Opportunity Portfolio | 9.88% | — | Jun 1998 | |
| Cambiar Small Cap Fund | 6.16% | — | Aug 2004 | |
| Cambiar International Equity Fund | 3.53% | — | Sep 2002 | |
| Cambiar SMID Fund | 3.24% | — | May 2011 |
Lowest-Cost Cambiar Funds Mutual funds
The top Cambiar Funds Mutual funds is CAMOX (0.85%).
With an average expense ratio of 0.97%, Cambiar Funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Cambiar Opportunity Portfolio | 0.85% | — | Jun 1998 | |
| Cambiar SMID Fund | 0.93% | — | May 2011 | |
| Cambiar International Equity Fund | 0.98% | — | Sep 2002 | |
| Cambiar Small Cap Fund | 1.10% | — | Aug 2004 |
Highest-Yield Cambiar Funds Mutual funds
The top Cambiar Funds Mutual funds is CAMMX (30.47%).
Across the lineup, Cambiar Funds Mutual funds show an average dividend yield of 15.46%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Cambiar SMID Fund | 30.47% | — | May 2011 | |
| Cambiar Opportunity Portfolio | 20.38% | — | Jun 1998 | |
| Cambiar Small Cap Fund | 9.20% | — | Aug 2004 | |
| Cambiar International Equity Fund | 1.80% | — | Sep 2002 |
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Top Mutual funds Comparisons
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