CAMWX Mutual Fund
CAMWX Mutual Fund
NAV$29.56
AUM$209M
TER0.65%
Holdings39
See how much of CAMWX you already own
CAMWX Mutual Fund
NAV$29.56
Cambiar Opportunity Fund Institutional Class
AUM$209M
TER0.65%
Holdings39
See how much of CAMWX you already own
CAMWX Mutual Fund Overlap Analysis
CAMWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CAMWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, CAMWX may share significant positions with broad-market funds.
CAMWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CAMWX tax-loss harvesting finds highly correlated but non-identical funds.