Cambiar Global Equity Investor (CAMGX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Cambiar Global Equity Investor
Kansas City, MO 64121-9009
P. O. Box 219009
Advisors' Inner Circle (Cambiar)
Management information
Todd L. Edwards,Lead manager since 29 November 2011
Todd Edwards is an Investment Principal at Cambiar Investors. In addition to his company research responsibilities, Mr. Edwards also oversees Cambiar’s macroeconomic and policy research efforts. Todd also serves as co-Portfolio Manager for the Cambiar Global Equity and International Small Cap strategies. Prior to joining Cambiar in 2007, Todd was a Director in the Global Emerging Markets Group at Citigroup. Todd also served as Director of Research and Equity Strategist at BBVA Securities. Mr. Edwards began his investment career as a research analyst at Salomon Brothers. An accomplished author, he has written books on Brazil and Argentina. Mr. Edwards received a PhD and MA from Tulane University and a BA from Colorado College.
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryWorld Large-Stock Blend
Fund familyCambiar Funds
Net assets2.93M
YTD return-7.02%
Yield0.29%
Morningstar rating★★
Inception date29 Nov 2011
Fund operations
Last dividend0.04
Last cap gain32.00
Holdings turnover38.00%
Average for categoryN/A
Fees and expenses
ExpenseCAMGXCategory average
Annual report expense ratio (net)0.88%0.95%
Prospectus net expense ratio0.88%N/A
Prospectus gross expense ratio1.76%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.11%
Max deferred sales loadN/A1.17%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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