CAMUX Mutual Fund

CAMUX Mutual Fund (Cambiar SMID Fund- Institutional Class) is managed by Cambria Investment Management with $8.5M in net assets. CAMUX expense ratio is 0.85%, holding 41 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2014-11-03.

CAMUX performance shows a YTD return of 16.80%. The 1-year return is 20.44% and the 5-year return is 4.75%. CAMUX dividend yield stands at 29.58%, paid annually.

CAMUX top holdings include Hasbro Inc. (2.9%), Nutanix Inc - A (2.8%), Littelfuse Inc (2.7%), South State Corp (2.7%), Southwest Airlines Co. (2.7%). Go to all CAMUX holdings, CAMUX sectors, or CAMUX dividends.

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