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

Updated: September 27, 2020
57
Bull Case
  • 3-year return above the benchmark
  • 10-year return above the benchmark
  • 15-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • Low net assets
  • 5-year return below the benchmark
  • High expense ratio

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

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

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

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

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

The Fund seeks long-term capital appreciation. Under normal circumstances the Fund will invest at least 80% of its assets in the common stock of small cap companies. The Fund considers small-cap companies to be those with market capitalizations not greater than $3.5 billion.

2. What are CAMSX top holdings?

CAMSX has 49 stock holdings and 0 bond holdings.

The top 10 holdings represent 22.83% of total assets. Here are the top holdings:

Name Symbol % Assets
Cerence Inc Ordinary Shares CRNC 2.51%
Mueller Water Products, Inc. MWA 2.45%
PGT Innovations Inc PGTI 2.35%
James River Group Holdings Ltd JRVR 2.31%
American Homes 4 Rent Class A AMH 2.26%
RenaissanceRe Holdings Ltd RNR 2.23%
PNM Resources Inc PNM 2.22%
BioTelemetry Inc BEAT 2.18%
Forward Air Corp FWRD 2.17%
Idacorp Inc IDA 2.15%

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

CAMSX has generated the following returns:

  • 1-month return is -3.33%;
  • 3-month return is 2.61%;
  • 1-year return is -6.43%;
  • 3-year return is 1.65%;
  • 5-year return is 3.08%;
  • 10-year return is 7.20%;
  • 15-year return is 6.67%.

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

In the last 10 years, CAMSX had 6 up years and 4 down years.

CAMSX up and down years

5. What is CAMSX dividend yield?

CAMSX yield is 0.46%.

6. What is CAMSX minimum initial investment amount?

CAMSX minimum initial investment amount is N/A.

7. What is CAMSX expense ratio?

CAMSX expense ratio is 0.97%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

CAMSX expenses

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

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

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

  • 1-year ax cost ratio is 1.18%;
  • 3-year ax cost ratio is 2.59%.
CAMSX tax costs

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

  • 3-year beta is 1.28;
  • 5-year beta is 1.26;
  • 10-year beta is 1.31.
CAMSX Beta

11. What is CAMSX Sharpe ratio?

  • 3-year Sharpe ratio is 0.11;
  • 5-year Sharpe ratio is 0.06;
  • 10-year Sharpe ratio is 0.46.
CAMSX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 57. Our quantitative analysis shows 4 reasons to buy and 3 reasons to sell it, resulting in the Finny Score of 57.

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

The following are CAMSX strengths from our perspective:

  • <strong>CAMSX 3-year return</strong> is 1.65%, which is higher than the 3-year return of the benchmark index (Russell 2000 Value TR USD), -2.74%.
  • <strong>CAMSX 10-year return</strong> is 7.2%, which is in line with the 10-year return of the benchmark index (Russell 2000 Value TR USD), 7.83%.
  • <strong>CAMSX 15-year return</strong> is 6.67%, which is higher than the 15-year return of the benchmark index (Russell 2000 Value TR USD), 5.11%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are CAMSX weaknesses from our perspective:

  • <strong>CAMSX net assets</strong> are $42.60 million. This fund is not a popular choice with retail investors.
  • <strong>CAMSX 5-year return</strong> is 3.08%, which is lower than the 5-year return of the benchmark index (Russell 2000 Value TR USD), 4.27%.
  • <strong>CAMSX expense ratio</strong> is 0.97%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the CAMSX review, we covered CAMSX 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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