CAMSX Mutual Fund

CAMSX Mutual Fund (Cambiar Small Cap Fund Investor Cl) is managed by Cambria Investment Management with $24.0M in net assets. CAMSX expense ratio is 1.12%, holding 42 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2004-08-31.

CAMSX performance shows a YTD return of 19.11%. The 1-year return is 27.31% and the 5-year return is 7.30%. CAMSX dividend yield stands at 8.99%, paid annually.

CAMSX top holdings include First Am Treas Obli-X (3.7%), Prosperity Bancshares (2.6%), Halozyme Therapeutics Inc (2.6%), Netstreit corp (2.5%), Metallus Inc (2.5%). Go to all CAMSX holdings, CAMSX sectors, or CAMSX dividends.

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