CAMZX Mutual Fund

CAMZX Mutual Fund (Cambiar Small Cap Fund Institutional Class) is managed by Cambria Investment Management with $43.5M in net assets. CAMZX expense ratio is 0.90%, holding 42 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2008-10-31.

CAMZX performance shows a YTD return of 19.20%. The 1-year return is 27.56% and the 5-year return is 7.51%. CAMZX dividend yield stands at 8.64%, paid annually.

CAMZX top holdings include First Am Treas Obli-X (3.7%), Prosperity Bancshares (2.6%), Halozyme Therapeutics Inc (2.6%), Netstreit corp (2.5%), Metallus Inc (2.5%). Go to all CAMZX holdings, CAMZX sectors, or CAMZX dividends.

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