CAMMX Mutual Fund

CAMMX Mutual Fund (Cambiar SMID Fund Investor Class) is managed by Cambria Investment Management with $31.4M in net assets. CAMMX expense ratio is 0.95%, holding 41 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2011-05-31.

CAMMX performance shows a YTD return of 15.95%. The 1-year return is 19.03% and the 5-year return is 4.46%. CAMMX dividend yield stands at 29.55%, paid annually.

CAMMX top holdings include On Semiconductor (4.0%), Lattice Semiconductor (3.1%), Littelfuse Inc (2.9%), Masco Corp. (2.9%), Tower Semiconductor Ltd. Share (2.8%). Go to all CAMMX holdings, CAMMX sectors, or CAMMX dividends.

CAMMX can be compared against other funds. Use CAMMX overlap to find shared positions, or CAMMX vs another fund for a side-by-side view. CAMMX alternatives are available via the screener, along with tax-loss harvesting opportunities.