CAMMX Mutual Fund

CAMMX Mutual Fund (Cambiar SMID Fund Investor Class) is managed by Cambria Investment Management with $30.4M in net assets. CAMMX expense ratio is 0.95%, holding 41 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2011-05-31.

CAMMX performance shows a YTD return of 16.72%. The 1-year return is 20.31% and the 5-year return is 4.65%. CAMMX dividend yield stands at 29.35%, paid annually.

CAMMX top holdings include Americold Realty Trust (3.1%), Southwest Airlines Co. (3.1%), Lattice Semiconductor Corp. (3.0%), Watsco Inc (2.9%), Littelfuse Inc (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.