Cambiar Smid is trading at 22.10 as of the 21st of July 2025; that is 0.63 percent down since the beginning of the trading day. The fund's open price was 22.24. Cambiar Smid has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
The fund normally invests at least 80 percent 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.. More on Cambiar Smid Fund
Cambiar Smid Fund [CAMUX] is traded in USA and was established 21st of July 2025. Cambiar Smid is listed under Cambiar Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Cambiar Funds family. This fund currently has accumulated 172.52 M in assets under management (AUM) with no minimum investment requirementsCambiar Smid is currently producing year-to-date (YTD) return of 0.22% with the current yeild of 0.01%, while the total return for the last 3 years was 6.09%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Cambiar Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Cambiar Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Cambiar Smid Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Cambiar Mutual Fund
Cambiar Smid financial ratios help investors to determine whether Cambiar Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Cambiar with respect to the benefits of owning Cambiar Smid security.