CAMUX Mutual Fund Analysis & Holdings | MarketXLS

CAMUX Mutual Fund

NAV$20.06

AUM$9M

TER0.85%

Holdings41

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CAMUX Mutual Fund

NAV$20.06

Cambiar SMID Fund- Institutional Class

AUM$9M

TER0.85%

Holdings41

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 CAMUX 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 CAMUX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CAMUX Mutual Fund Overlap Analysis

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

CAMUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, CAMUX may share significant positions with broad-market funds.

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