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Cambiar Smid 30 Fund Investor Class: (MF: CAMMX)

(NASDAQ Mutual Funds) As of May 6, 2025 08:00 PM ET

$21.05 USD

-0.27 (-1.27%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2025

Total Return %* Percentile Rank Objective
YTD -1.87 1
3 months -1.87 1
6 months -7.61 37
1 Year -8.37 81
3 Year 2.14 35
5 Year 15.10 40
10 Year 7.68 24

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Mar 31, 2025

1 Year -8.37
5 Year 15.10
10 Year 7.68
Since Inception 8.64

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.87 NA NA NA
2024 5.72 -7.73 7.48 -5.85
2023 3.39 3.19 -3.88 10.11
2022 -3.59 -9.38 -6.34 14.78
2021 16.01 4.68 -5.33 7.29
2020 -31.25 21.29 7.22 22.57

Annual Return

20252024202320222021202020192018201720162015
% Total Return -1.87-1.2712.92-6.0823.359.5931.02-2.6011.7617.96-7.13
% Total Return Rel to Index 2.39-26.30-13.3112.11-5.32-8.81-0.471.79-10.026.02-8.52
% Total Return Rel to Peer 6.62-13.20-3.1513.424.04-9.405.588.17-3.832.01-2.40
% Perf Quintile vs Peer* 0.000.004.001.003.004.002.001.004.003.004.00
% Dividends 0.000.260.160.190.180.120.080.080.060.080.01
% Yield 0.001.071.000.870.690.570.420.510.370.500.07
Capital Gains ($) 0.001.100.000.012.470.000.700.960.000.000.03
Expense Ratio 0.000.960.930.920.930.950.940.950.951.101.18

* 1 = Top 20%, 5 = Bottom 20%