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Cambiar Opportunity Fund Portfolio Investor Class: (MF: CAMOX)

(NASDAQ Mutual Funds) As of Oct 2, 2026 05:48 PM ET

$28.00 USD

+0.17 (0.61%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 16.50 18
3 months 4.48 25
6 months 7.64 64
1 Year 22.64 17
3 Year 17.18 51
5 Year 10.43 32
10 Year 12.45 51

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 115.38
Bear Market (10/07 - 2/09) -52.72
Bull Market (2/09 - 3/21) 903.65

Load Adjusted Returns as of Aug 31, 2026

1 Year 22.38
5 Year 9.93
10 Year 12.80
Since Inception 9.34

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.70 11.57 NA NA
2025 0.40 3.77 3.35 5.37
2024 9.27 -2.31 7.57 -0.20
2023 1.88 6.80 -2.07 9.64
2022 0.00 -12.91 -4.58 10.74
2021 10.68 6.81 -3.20 5.61

Annual Return

20262025202420232022202120202019201820172016
% Total Return 16.5013.4714.5816.84-7.9820.8616.5432.87-13.2914.7813.12
% Total Return Rel to Index 6.01-4.74-10.43-9.4010.22-7.82-1.861.38-8.90-7.011.18
% Total Return Rel to Peer 7.300.76-4.80-6.1511.71-1.19-3.374.45-6.43-5.895.30
% Perf Quintile vs Peer* 1.003.004.004.001.004.003.002.005.005.002.00
% Dividends 0.000.360.380.300.160.140.180.320.240.200.40
% Yield 0.001.131.061.110.590.440.681.261.120.721.50
Capital Gains ($) 0.005.352.072.061.051.970.801.802.153.111.54
Expense Ratio 0.860.850.860.860.860.850.840.801.001.001.11

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