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

(NASDAQ Mutual Funds) As of May 26, 2023 08:00 PM ET

$21.69 USD

+0.13 (0.60%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2023

Total Return %* Percentile Rank Objective
YTD 4.70 24
3 months -2.47 9
6 months 8.15 1
1 Year 7.90 1
3 Year 20.12 9
5 Year 10.87 3
10 Year 10.97 6

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 9/19) NA

Load Adjusted Returns as of Apr 30, 2023

1 Year 0.72
5 Year 10.77
10 Year 10.83
Since Inception 9.65

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2023 3.39 NA NA NA
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
2019 16.14 4.16 0.37 7.89
2018 0.41 4.09 5.35 -11.55

Annual Return

20232022202120202019201820172016201520142013
% Total Return 4.70-6.0823.359.5931.02-2.6011.7617.96-7.135.5846.21
% Total Return Rel to Index -4.4512.11-5.32-8.81-0.471.79-10.026.02-8.52-8.0613.83
% Total Return Rel to Peer 2.6013.424.04-9.405.588.17-3.832.01-2.402.909.81
% Perf Quintile vs Peer* 3.001.003.004.002.001.004.003.004.002.001.00
% Dividends 0.000.190.180.120.080.080.060.080.010.040.00
% Yield 0.830.870.690.570.420.510.370.500.070.320.00
Capital Gains ($) 0.000.012.470.000.700.960.000.000.030.110.67
Expense Ratio 0.000.920.930.950.940.950.951.101.181.351.35

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