9 important things you should know about Cambiar Funds CAMIX mutual fund
Updated: November 29, 2021
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
15-year return below the benchmark
High expense ratio

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

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

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

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

  1. Describe Advisors' Inner Circle Fund: Cambiar International Equity Fund; Investor Class Shares (CAMIX).
  2. What are CAMIX holdings?
  3. What is CAMIX performance? What are CAMIX historical returns?
  4. What is CAMIX dividend yield?
  5. What is CAMIX minimum initial investment amount?
  6. Does CAMIX have any sales loads or 12b-1 distribution expenses?
  7. What is CAMIX Finny Score? CAMIX buy or sell?
  8. What are the pros of investing in CAMIX? What are CAMIX buy reasons?
  9. What are the cons of investing in CAMIX? What are CAMIX 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 International Equity Fund; Investor Class Shares (CAMIX).

The Fund seeks long-term capital appreciation by primarily investing in equity securities of non-US companies with medium to large market capitalizations.

2. What are CAMIX top holdings?

CAMIX has 44 stock holdings and 0 bond holdings.

The top 10 holdings represent 26.86% of total assets. Here are the top holdings:

Name Symbol % Assets
Reckitt Benckiser Group PLC RB..L 3.37%
SAP SE SAP.DE 3.05%
Anglo American PLC AAL.L 3.00%
Merck KGaA MRK.DE 2.71%
Alibaba Group Holding Ltd ADR BABA 2.54%
Murata Manufacturing Co Ltd 6981 2.54%
Taiwan Semiconductor Manufacturing Co Ltd ADR TSM.TW 2.48%
London Stock Exchange Group PLC LSE.L 2.41%
Compagnie de Saint-Gobain SA SGO.PA 2.39%
Deutsche Post AG DPW.DE 2.37%

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

CAMIX has generated the following returns:

  • 1-month return is -5.71%;
  • 3-month return is -6.41%;
  • 1-year return is -6.41%;
  • 3-year return is 4.36%;
  • 5-year return is 4.40%;
  • 10-year return is 6.46%;
  • 15-year return is 3.18%.

4. What is CAMIX dividend yield?

CAMIX yield is 1.1%.

5. What is CAMIX minimum initial investment amount?

CAMIX minimum initial investment amount is $3.00K.

6. Does CAMIX have any sales loads or 12b-1 distribution expenses?

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

Analysis

7. What is Finny Score? buy or sell?

Finny Score is 14. Our quantitative analysis shows 1 reason to buy and 6 reasons to sell it, resulting in the Finny Score of 14.

8. What are the pros of investing in CAMIX? What are CAMIX buy reasons?

The following are CAMIX strengths from our perspective:

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

9. What are the cons of investing in CAMIX? What are CAMIX negatives?

The following are CAMIX weaknesses from our perspective:

  • CAMIX net assets are $205.30 million. This fund is not a popular choice with retail investors.
  • CAMIX 3-year return is 4.36%, which is lower than the 3-year return of the benchmark index (MSCI EAFE NR USD), 10.47%.
  • CAMIX 5-year return is 4.4%, which is lower than the 5-year return of the benchmark index (MSCI EAFE NR USD), 9.45%.
  • CAMIX 10-year return is 6.46%, which is lower than the 10-year return of the benchmark index (MSCI EAFE NR USD), 8.38%.
  • CAMIX 15-year return is 3.18%, which is lower than the 15-year return of the benchmark index (MSCI EAFE NR USD), 3.65%.
  • CAMIX expense ratio is 1.03%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the CAMIX review, we covered CAMIX 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.