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15 important things you should know about Cambiar Funds CAMAX mutual fund

Updated: September 27, 2020
17
Bull Case
  • No sales load or distribution fees
Bear Case
  • Low net assets
  • 3-year return below the benchmark
  • 5-year return below the benchmark
  • 10-year return below the benchmark
  • High expense ratio

Before we start: if you’re looking for CAMAX “stock” price, you can quickly find it out by visiting Finny and typing "CAMAX quote". If you’re looking for a quick scoop on CAMAX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "CAMAX". You’ll get all this info in one place.

Are you looking to buy or sell CAMAX? Or perhaps you’re looking for CAMAX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this CAMAX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: CAMAX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: CAMAX buy or sell; the pros and cons of investing in CAMAX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to CAMAX.

And here is the list of questions we’ll answer:

  1. Describe Advisors' Inner Circle Fund: Cambiar Global Ultra Focus Fund; Investor Class Shares (CAMAX).
  2. What are CAMAX holdings?
  3. What is CAMAX performance? What are CAMAX historical returns?
  4. How many up and down years did CAMAX have historically?
  5. What is CAMAX dividend yield?
  6. What is CAMAX minimum initial investment amount?
  7. What is CAMAX expense ratio?
  8. Does CAMAX have any sales loads or 12b-1 distribution expenses?
  9. What is CAMAX tax efficiency (tax-cost ratio)?
  10. What is CAMAX beta? How would you assess CAMAX risk?
  11. What is CAMAX Sharpe ratio?
  12. What is CAMAX Finny Score? CAMAX buy or sell?
  13. What are the pros of investing in CAMAX? What are CAMAX buy reasons?
  14. What are the cons of investing in CAMAX? What are CAMAX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe Advisors' Inner Circle Fund: Cambiar Global Ultra Focus Fund; Investor Class Shares (CAMAX).

The Fund seeks long-term capital appreciation. The Fund invests at least 80% of its net assets in equity securities of U.S. and non-U.S. companies within any market capitalization range, including convertible securities and derivatives.

2. What are CAMAX top holdings?

CAMAX has 26 stock holdings and 0 bond holdings.

The top 10 holdings represent 37.27% of total assets. Here are the top holdings:

Name Symbol % Assets
Prosus NV ADR PROSY 4.60%
RWE AG ADR RWEOY.DE 4.10%
Air Lease Corp Class A AL 3.81%
CDK Global Inc CDK 3.65%
Equitable Holdings Inc EQH 3.61%
Gilead Sciences Inc GILD 3.58%
Rolls-Royce Holdings PLC RR..L 3.58%
Deutsche Post AG DPW.DE 3.57%
Verizon Communications Inc VZ 3.39%
Marvell Technology Group Ltd MRVL 3.38%

3. What is CAMAX performance? What are CAMAX historical returns?

CAMAX has generated the following returns:

  • 1-month return is 0.23%;
  • 3-month return is 5.14%;
  • 1-year return is -5.98%;
  • 3-year return is -2.84%;
  • 5-year return is 0.74%;
  • 10-year return is 6.39%.

4. How many up and down years did CAMAX have historically?

In the last 10 years, CAMAX had 8 up years and 2 down years.

CAMAX up and down years

5. What is CAMAX dividend yield?

CAMAX yield is 1.32%.

6. What is CAMAX minimum initial investment amount?

CAMAX minimum initial investment amount is $3.00K.

7. What is CAMAX expense ratio?

CAMAX expense ratio is 0.98%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

CAMAX expenses

8. Does CAMAX have any sales loads or 12b-1 distribution expenses?

CAMAX 12b-1 distribution fee is 0. CAMAX front-end sales load is 0. CAMAX back-end sales load is 0.

9. What is CAMAX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 0.53%;
  • 3-year ax cost ratio is 0.35%.
CAMAX tax costs

10. What is CAMAX beta? How would you assess CAMAX risk?

  • 3-year beta is 1.34;
  • 5-year beta is 1.18;
  • 10-year beta is 1.32.
CAMAX Beta

11. What is CAMAX Sharpe ratio?

  • 3-year Sharpe ratio is -0.12;
  • 5-year Sharpe ratio is -0.05;
  • 10-year Sharpe ratio is 0.40.
CAMAX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 17. Our quantitative analysis shows 1 reason to buy and 5 reasons to sell it, resulting in the Finny Score of 17.

13. What are the pros of investing in CAMAX? What are CAMAX buy reasons?

The following are CAMAX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in CAMAX? What are CAMAX negatives?

The following are CAMAX weaknesses from our perspective:

  • <strong>CAMAX net assets</strong> are $57.90 million. This fund is not a popular choice with retail investors.
  • <strong>CAMAX 3-year return</strong> is -2.84%, which is lower than the 3-year return of the benchmark index (MSCI World NR USD), 7.35%.
  • <strong>CAMAX 5-year return</strong> is 0.74%, which is lower than the 5-year return of the benchmark index (MSCI World NR USD), 9.48%.
  • <strong>CAMAX 10-year return</strong> is 6.39%, which is lower than the 10-year return of the benchmark index (MSCI World NR USD), 9.29%.
  • <strong>CAMAX expense ratio</strong> is 0.98%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the CAMAX review, we covered CAMAX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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