CAMOX Mutual Fund

CAMOX Mutual Fund (Cambiar Opportunity Fund Portfolio Investor Class) is managed by Cambria Investment Management with $134.4M in net assets. CAMOX expense ratio is 0.85%, holding 39 positions across sectors including Financials, Industrials, Health Care. Inception date: 1998-06-30.

CAMOX performance shows a YTD return of 15.15%. The 1-year return is 27.48% and the 5-year return is 11.18%. CAMOX dividend yield stands at 19.39%, paid annually.

CAMOX top holdings include First Am Treas Obli-X (4.8%), Elevance Health Inc (3.8%), Amazon.Com Inc (3.5%), Alphabet Inc Common Stock USD 0.001 (3.5%), Union Pacific Corp (3.3%). Go to all CAMOX holdings, CAMOX sectors, or CAMOX dividends.

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