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

(NASDAQ Mutual Funds) As of Dec 1, 2025 05:45 PM ET

$30.32 USD

-0.03 (-0.10%)

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 Oct 31, 2025

Total Return %* Percentile Rank Objective
YTD 8.60 68
3 months 5.04 56
6 months 11.36 81
1 Year 9.40 70
3 Year 13.69 65
5 Year 13.58 55
10 Year 10.66 60

* 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) 724.50

Load Adjusted Returns as of Oct 31, 2025

1 Year 7.46
5 Year 13.21
10 Year 11.40
Since Inception 8.93

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.40 3.77 3.35 NA
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
2020 -21.60 19.25 7.44 16.01

Annual Return

20252024202320222021202020192018201720162015
% Total Return 8.6014.5816.84-7.9820.8616.5432.87-13.2914.7813.121.41
% Total Return Rel to Index -8.60-10.43-9.4010.22-7.82-1.861.38-8.90-7.011.180.02
% Total Return Rel to Peer -3.91-4.80-6.1511.71-1.19-3.374.45-6.43-5.895.303.00
% Perf Quintile vs Peer* 0.000.004.001.004.003.002.005.005.002.002.00
% Dividends 0.000.380.300.160.140.180.320.240.200.400.25
% Yield 0.001.221.280.590.440.681.261.120.721.500.93
Capital Gains ($) 0.002.072.061.051.970.801.802.153.111.542.74
Expense Ratio 0.840.860.860.860.850.840.801.001.001.111.20

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