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

Updated: June 28, 2020
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Before we start: if you’re looking for CAMOX “stock” price, you can quickly find it out by visiting Finny and typing "CAMOX quote". If you’re looking for a quick scoop on CAMOX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "CAMOX". You’ll get all this info in one place.

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

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

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

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

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

Fact Sheet

1. Describe Advisors' Inner Circle Fund: Cambiar Opportunity Fund; Investor Class Shares (CAMOX).

The Fund seeks to provide capital growth and preservation by investing primarily in common stock. The Fund seeks to provide above-average performance in both rising and falling market periods by investing in stocks that have limited downside risk with positive upside potential.

2. What are CAMOX top holdings?

CAMOX has 34 stock holdings and 0 bond holdings.

The top 10 holdings represent 32.38% of total assets. Here are the top holdings:

Name Symbol % Assets
Gilead Sciences Inc GILD 3.53%
Twitter Inc TWTR 3.38%
Verizon Communications Inc VZ 3.28%
Alphabet Inc A GOOGL 3.25%
Pfizer Inc PFE 3.24%
3M Co MMM 3.19%
The Home Depot Inc HD 3.17%
Goldman Sachs Group Inc GS 3.12%
Rockwell Automation Inc ROK 3.12%
TE Connectivity Ltd TEL 3.10%

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

CAMOX has generated the following returns:

  • 1-month return is 2.29%;
  • 3-month return is -15.19%;
  • 1-year return is -0.43%;
  • 3-year return is 3.87%;
  • 5-year return is 4.68%;
  • 10-year return is 8.17%;
  • 15-year return is 5.72%.

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

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

5. What is CAMOX dividend yield?

CAMOX yield is 1.45%.

6. What is CAMOX minimum initial investment amount?

CAMOX minimum initial investment amount is $3.00K.

7. What is CAMOX expense ratio?

CAMOX expense ratio is 0.85%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

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

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

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

  • 1-year ax cost ratio is 2.35%;
  • 3-year ax cost ratio is 2.91%.

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

  • 3-year beta is 1.03;
  • 5-year beta is 1.04;
  • 10-year beta is 1.12.

11. What is CAMOX Sharpe ratio?

  • 5-year Sharpe ratio is 0.20;
  • 10-year Sharpe ratio is 0.46.

Analysis

12. What is CAMOX Finny Score? CAMOX buy or sell?

CAMOX Finny Score is 50. Our quantitative analysis shows 4 reasons to buy CAMOX and 4 reasons to sell it, resulting in the Finny Score of 50.

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

The following are CAMOX strengths from our perspective:

  • CAMOX 3-year return is 3.87%, which is higher than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 1.11%.
  • CAMOX 5-year return is 4.68%, which is higher than the 5-year return of the benchmark index (Russell 1000 Value TR USD), 3.47%.
  • CAMOX 15-year return is 5.72%, which is in line with the 15-year return of the benchmark index (Russell 1000 Value TR USD), 6.17%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are CAMOX weaknesses from our perspective:

  • CAMOX net assets are $112.80 million. This fund is not a popular choice with retail investors.
  • CAMOX 10-year return is 8.17%, which is lower than the 10-year return of the benchmark index (Russell 1000 Value TR USD), 9.24%.
  • CAMOX expense ratio is 0.85%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • CAMOX 10-year Beta is 1.12, which is higher than the index (S&P 500 TR USD) 10-year beta, 1.00. The fund is perceived to be riskier than the comparable index based on the previous 10 years.

Alternatives

15. Compare and contrast: CAMOX vs CAMOX.

Both CAMOX and CAMOX are mutual funds. CAMOX and CAMOX have the same 5-year return (4.68%). CAMOX and CAMOX have the same expense ratio (0.85%). Below is the comparison between CAMOX and CAMOX.

CAMOX CAMOX
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Net Assets $112.80M $112.80M
Expense Ratio 0.85% 0.85%
Management Style active active
Underlying Index N/A N/A
YTD Return -13.19% -13.19%
1-Year Return -0.43% -0.43%
3-Year Return 3.87% 3.87%
5-Year Return 4.68% 4.68%
10-Year Return 8.17% 8.17%
Dividend Yield 1.45% 1.45%

CAMOX profile: The Fund seeks to provide capital growth and preservation by investing primarily in common stock. The Fund seeks to provide above-average performance in both rising and falling market periods by investing in stocks that have limited downside risk with positive upside potential.

For further information, check out CAMOX vs CAMOX comparison details.

In the CAMOX review, we covered CAMOX 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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