Cambiar SMID Fund – Active Equity Mutual Fund of the Year
Cambiar SMID Fund honored with prestigious Mutual Fund & ETF Award.
Cambiar is proud to announce that the Cambiar SMID Fund (CAMMX) was named 2023 With Intelligence Active Equity Mutual Fund of the Year. At a ceremony held in New York City on June 15, 2023, we were honored to be recognized amongst some of the industry’s top business leaders and innovators.
This recognition is a testament to the Cambiar investment team and their dedication to excellence and commitment to meeting our clients’ goals. In a highly competitive market, the Cambiar SMID Fund has truly distinguished itself as a top performer and industry leader among midcap blend funds over the past ten years.
The Cambiar SMID Fund —which invests in 35-45 stocks with a starting universe that includes any company with a market cap primarily between $2-$12 billion—is also accessible to institutional investors via the Cambiar SMID Fund (CAMUX).
To see a list of all the winners, please click here.
Source: Morningstar Direct. Data as of 3.31.2023. The Cambiar SMID Fund – Investor Share Class was compared against the Morningstar Midcap Blend Category. For the 1-, 3-, 5-, and 10-year period, the Cambiar SMID Fund was compared to 355, 345, 328, and 267 peers, respectively. Due to survivorship bias, the number of peers in the chart may not be the same as the number of peers used in the Morningstar Star Rating calculation.
About the With Intelligence Mutual Fund and ETF Awards:
The With Intelligence Mutual Fund and ETF Awards 2023 recognizes the best business leaders, innovators, product development experts, fund directors, and fund performers. For over 30 years, the With Intelligence Mutual Fund and ETF Awards have recognized and celebrated the very best of the US traditional asset management space. It has provided a platform for the best business leaders, innovators, product development experts, and fund performers to showcase the incredible achievements they have accomplished.
For more information on the methodology, please click here.
The mutual fund performance awards was judged based on 2022 performance and flows. Funds must have at least $50 million in assets under management.
Mutual fund investing involves risk, including the possible loss of principal. In addition to the normal risks associated with investing, investments in smaller companies typically exhibit higher volatility. There can be no assurance that the Fund will achieve its stated objectives. Diversification does not ensure a profit or guarantee against a loss.
To determine if a Fund is an appropriate investment for you, carefully consider the Fund’s investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund’s summary or statutory prospectus, which can be obtained by clicking here or calling 1-866-777-8227. Please read it carefully before investing.
Cambiar Funds are distributed by SEI Investments Distribution Co., 1 Freedom Valley Dr. Oaks, PA 19456, which is not affiliated with the With Intelligence.