Cambiar Small Cap Institutional Class (CAMZX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | -3.46% | 2.35% | -5.81% |
Year-to-Date | -2.12% | 4.45% | -6.57% |
1 Year | 4.65% | 0.00% | 4.65% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
40%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 40% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 1.05%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,317
Real cost (fees + lost compounding)
$1,632
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
98%
Return in excess of styles
(over past year)
-1.90%