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Cambiar Opportunity Fund Portfolio Investor Class: (MF: CAMOX)
(NASDAQ Mutual Funds) As of Sep 11, 2024 08:00 PM ET
$28.92 USD
+0.04 (0.14%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in July 1998 and is managed by Cambiar Investors LLC. The fund seeks capital growth and preservation by investing primarily in common stocks. The fund invests at least 65% of its net assets in common stocks of companies that are relatively large. The fund distributes dividends quarterly. Capital gains are distributed at least once a year.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Cambiar Opportunity Inv | CAMOX | NA | NA | 0.00 | 0.00 | 0.60 | 0.86 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Cambiar Opportunity Inv | CAMOX | 28.92 | 6/30/1998 | 0.95 | 21.07 | 7.31 | 14.31 |
| Cambiar Opportunity I | CAMWX | 28.88 | 10/6/2005 | 1.13 | 21.32 | 7.52 | 14.53 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Cambiar Opportunity Inv | CAMOX | 2500 | 100 | 500 | A |
Contact Information
| Family | Cambiar |
| Address | PO Box 219009 Kansas City, MO 64121 |
| Phone | 866 777-8227 |