CAMUX Mutual Fund

CAMUX Mutual Fund (Cambiar SMID Fund- Institutional Class) is managed by Cambria Investment Management with $8.7M 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 29.51%, paid annually.

CAMUX 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 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.