Morningstar

Cambiar International Equity Instl CAMYX

Morningstar Medalist Rating
Medalist Rating as of | See Cambiar Investment Hub
  • NAV / 1-Day Return 29.01  /  +1.12 %
  • Total Assets 142.7 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield 1.57%
  • Turnover 32%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CAMYX

Will CAMYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CAMYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CAMYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CAMYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Cambiar International Equity Instl to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CAMYX

More CAMYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ING Groep NV

3.70 5.1 Mil
Financial Services

Novartis AG Registered Shares

3.25 4.5 Mil
Healthcare

Barclays PLC

3.05 4.2 Mil
Financial Services

Roche Holding AG

3.00 4.1 Mil
Healthcare

KBC Groupe NV

2.76 3.8 Mil
Financial Services

MonotaRO Co Ltd

2.76 3.8 Mil
Consumer Cyclical

Mitsubishi Estate Co Ltd

2.60 3.6 Mil
Real Estate

TotalEnergies SE

2.56 3.5 Mil
Energy

DHL Group

2.54 3.5 Mil
Industrials

London Stock Exchange Group PLC

2.49 3.4 Mil
Financial Services

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