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Cambiar Small Cap Fund - Insti Cl: (MF: CAMZX)

(NASDAQ Mutual Funds) As of Jun 12, 2026 05:27 PM ET

$20.05 USD

+0.11 (0.55%)

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 May 31, 2026

Total Return %* Percentile Rank Objective
YTD 15.99 37
3 months 6.55 53
6 months 17.15 29
1 Year 31.01 49
3 Year 14.00 73
5 Year 6.75 40
10 Year 9.41 70

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 667.53

Load Adjusted Returns as of May 31, 2026

1 Year 18.76
5 Year 4.85
10 Year 8.13
Since Inception 10.18

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 2.97 NA NA NA
2025 -5.41 7.09 6.50 1.11
2024 0.72 -2.58 7.39 0.99
2023 7.02 1.00 -7.24 11.64
2022 0.60 -13.41 -5.44 11.02
2021 13.46 3.18 -3.49 4.01

Annual Return

20262025202420232022202120202019201820172016
% Total Return 15.999.096.4211.94-8.5417.519.6629.30-12.304.1217.34
% Total Return Rel to Index 8.09-9.12-18.59-14.309.66-11.17-8.73-2.18-7.91-17.675.40
% Total Return Rel to Peer 2.531.78-5.49-4.1310.97-1.80-9.333.87-1.52-11.471.39
% Perf Quintile vs Peer* 2.003.005.005.001.004.004.002.004.005.003.00
% Dividends 0.000.110.100.120.030.000.080.110.030.110.00
% Yield 0.000.600.600.610.200.000.440.610.170.540.00
Capital Gains ($) 0.001.610.510.070.065.170.000.723.240.800.00
Expense Ratio 0.000.900.900.900.900.900.900.961.051.051.05

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