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Cambiar Opportunity Fund Institutional Class: (MF: CAMWX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:41 PM ET

$28.91 USD

-0.32 (-1.09%)

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 Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 9.72 46
3 months -2.43 71
6 months 8.89 72
1 Year 15.68 22
3 Year 16.28 62
5 Year 10.32 42
10 Year 11.94 53

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -52.55
Bull Market (2/09 - 3/21) 942.05

Load Adjusted Returns as of Sep 30, 2026

1 Year 15.68
5 Year 10.31
10 Year 11.94
Since Inception 8.82

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.75 11.61 -2.43 NA
2025 0.44 3.83 3.41 5.44
2024 9.32 -2.25 7.64 -0.14
2023 1.93 6.87 -2.04 9.70
2022 0.03 -12.85 -4.55 10.75
2021 10.68 6.84 -3.11 5.68

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.7113.7114.8617.07-7.8421.0816.8632.97-13.1215.0013.43
% Total Return Rel to Index -3.02-4.50-10.15-9.1710.35-7.59-1.531.48-8.72-6.781.49
% Total Return Rel to Peer 0.401.00-4.52-5.9211.85-0.97-3.054.54-6.25-5.665.61
% Perf Quintile vs Peer* 1.003.004.004.001.004.003.002.005.005.002.00
% Dividends 0.000.420.440.350.210.190.220.340.280.260.46
% Yield 1.241.341.461.300.820.630.861.391.360.971.78
Capital Gains ($) 0.005.352.072.061.051.970.801.802.153.111.54
Expense Ratio 0.650.650.650.650.650.650.650.710.800.800.86

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