CAMOX Mutual Fund Analysis & Holdings | MarketXLS

CAMOX Mutual Fund

NAV$29.93

AUM$130M

TER0.85%

Holdings39

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CAMOX Mutual Fund

NAV$29.93

Cambiar Opportunity Fund Portfolio Investor Class

AUM$130M

TER0.85%

Holdings39

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare CAMOX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CAMOX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CAMOX Mutual Fund Overlap Analysis

CAMOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

CAMOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, CAMOX may share significant positions with broad-market funds.

CAMOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CAMOX tax-loss harvesting finds highly correlated but non-identical funds.