CAMWX Mutual Fund

CAMWX Mutual Fund (Cambiar Opportunity Fund Institutional Class) is managed by Cambria Investment Management with $209.0M in net assets. CAMWX expense ratio is 0.65%, holding 39 positions across sectors including Financials, Industrials, Health Care. Inception date: 2005-11-03.

CAMWX performance shows a YTD return of 15.30%. The 1-year return is 27.75% and the 5-year return is 11.22%. CAMWX dividend yield stands at 19.69%, paid annually.

CAMWX top holdings include First Am Treas Obli-X (4.8%), Elevance Health Inc (3.8%), Amazon.Com Inc (3.5%), Alphabet Inc Common Stock USD 0.001 (3.5%), Union Pacific Corp (3.3%). Go to all CAMWX holdings, CAMWX sectors, or CAMWX dividends.

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