CAMWX Mutual Fund
CAMWX Mutual Fund
Cambiar Opportunity Fund Institutional Class
CAMWX Mutual Fund Overview
CAMWX Mutual Fund (Cambiar Opportunity Fund Institutional Class) is managed by Cambria Investment Management with $201.9M in net assets. CAMWX expense ratio is 0.65%, holding 39 positions across sectors including Unknown, Financials, Health Care. Inception date: 2005-11-03.
CAMWX performance shows a YTD return of 11.52%. The 1-year return is 22.61% and the 5-year return is 10.46%. CAMWX dividend yield stands at 20.35%, paid annually.
CAMWX top holdings include First American Treasury Obligations Fund (4.8%), Amazon.Com Inc (3.5%), Honeywell International Inc. (2.9%), American Express Co. (2.6%), Medtronic Plc (2.5%). View all CAMWX holdings, sector breakdown, or dividend history.
CAMWX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CAMWX alternatives are available via the screener, along with tax-loss harvesting opportunities.