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Cambiar Small Cap Fund Investor Cl: (MF: CAMSX)

(NASDAQ Mutual Funds) As of Jun 8, 2026 05:38 PM ET

$18.51 USD

+0.13 (0.71%)

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 Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 13.74 30
3 months 8.13 28
6 months 16.16 35
1 Year 34.58 49
3 Year 12.25 74
5 Year 6.18 41
10 Year 9.03 77

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -47.67
Bull Market (2/09 - 3/21) 627.22

Load Adjusted Returns as of Apr 30, 2026

1 Year 18.54
5 Year 4.64
10 Year 7.93
Since Inception 8.33

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 2.93 NA NA NA
2025 -5.47 7.09 6.44 1.02
2024 0.63 -2.63 7.34 0.89
2023 6.97 0.91 -7.17 11.55
2022 0.57 -13.43 -5.53 11.00
2021 13.43 3.13 -3.51 3.91

Annual Return

20262025202420232022202120202019201820172016
% Total Return 13.748.856.1111.79-8.7017.299.5128.98-12.373.9717.08
% Total Return Rel to Index 7.27-9.36-18.90-14.459.49-11.38-8.88-2.50-7.98-17.825.14
% Total Return Rel to Peer 2.231.55-5.80-4.2810.81-2.01-9.483.55-1.59-11.621.13
% Perf Quintile vs Peer* 2.003.005.005.001.004.004.002.004.005.003.00
% Dividends 0.000.070.060.090.000.000.060.070.010.070.00
% Yield 0.400.410.340.420.020.000.310.420.060.360.00
Capital Gains ($) 0.001.610.510.070.065.170.000.723.240.800.00
Expense Ratio 0.001.121.151.051.101.101.051.151.121.101.30

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