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Cambiar Opportunity Inst (CAMWX)

21.48 Up 0.07(0.33%) 21 May

Prev Close:21.48
YTD Return*:8.23%
Net Assets*:788.53M
Yield*:1.35%

* As of 28-Feb-13

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for CAMWX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MSFT3.555.50
HAL3.5117.12
SYMC3.3525.82
DOW3.27-1.61
MET3.227.79
» More Fund Holdings

Fund Basics

Morningstar Overall Rating:
Total Assets:788.53M
Category:Large Blend
Annual Report Expense Ratio (net):0.95%
Fund Profile | Holdings

Performance & Risk

YTD Return:8.23%
5y Avg Return:3.25%
Rank in Category (ytd):7
% Rank in Category (ytd):0.41%
Beta (3y):1.27
Morningstar Risk Rating:5
Performance Details | Risk Details

Fund Summary

The investment seeks total return and capital preservation. The fund normally invests at least 65% of net assets in common stocks of companies with market capitalizations over $1 billion at the time of purchase. It may invest in derivatives, including options and total return swaps, in an effort to increase returns, to hedge against the risk of unfavorable price movements in the underlying instruments, to provide economic exposure to a security or issuer, to manage cash flows or currency exposure, or to address tax considerations. View More
Fund Profile
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