CAMMX Mutual Fund

CAMMX Mutual Fund (Cambiar SMID Fund Investor Class) is managed by Cambria Investment Management with $28.1M in net assets. CAMMX expense ratio is 0.95%, holding 42 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2011-05-31.

CAMMX performance shows a YTD return of 14.82%. The 1-year return is 19.88% and the 5-year return is 4.51%. CAMMX dividend yield stands at 1.48%, paid annually.

CAMMX top holdings include First Am Treas Obli-X (3.1%), Hollyfrontier (2.8%), Solventum Corp (2.7%), Reinsurance Group of America, Incorporated (2.7%), Nutanix Inc - A (2.6%). 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.