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

Updated: September 09, 2021
71
Bull Case
  • 3-year return above the benchmark
  • 5-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
  • High expense ratio

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

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

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

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

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

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 CAMWX top holdings?

CAMWX has 37 stock holdings and 0 bond holdings.

The top 10 holdings represent 30.90% of total assets. Here are the top holdings:

Name Symbol % Assets
JPMorgan Chase & Co JPM 3.39%
Marvell Technology Group Ltd MRVL 3.32%
Applied Materials Inc AMAT 3.20%
United Parcel Service Inc Class B UPS 3.16%
Motorola Solutions Inc MSI 3.11%
Goldman Sachs Group Inc GS 3.10%
American Express Co AXP 2.96%
Corteva Inc CTVA 2.92%
Verizon Communications Inc VZ 2.88%
Colgate-Palmolive Co CL 2.86%

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

CAMWX has generated the following returns:

  • 1-month return is 0.85%;
  • 3-month return is 1.76%;
  • 1-year return is 1.76%;
  • 3-year return is 16.48%;
  • 5-year return is 14.58%;
  • 10-year return is 13.03%;
  • 15-year return is 8.41%.

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

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

CAMWX up and down years

5. What is CAMWX dividend yield?

CAMWX yield is 0.77%.

6. What is CAMWX minimum initial investment amount?

CAMWX minimum initial investment amount is $5.00M.

7. What is CAMWX expense ratio?

CAMWX expense ratio is 0.65%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

CAMWX expenses

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

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

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

  • 1-year ax cost ratio is 1.44%;
  • 3-year ax cost ratio is 2.39%.
CAMWX tax costs

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

CAMWX Beta

11. What is CAMWX Sharpe ratio?

  • 3-year Sharpe ratio is 0.83;
  • 5-year Sharpe ratio is 0.87;
  • 10-year Sharpe ratio is 0.81;
  • 15-year Sharpe ratio is 0.50.
CAMWX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 71. Our quantitative analysis shows 5 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 71.

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

The following are CAMWX strengths from our perspective:

  • CAMWX 3-year return is 16.48%, which is higher than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 11.55%.
  • CAMWX 5-year return is 14.58%, which is higher than the 5-year return of the benchmark index (Russell 1000 Value TR USD), 11.64%.
  • CAMWX 10-year return is 13.03%, which is in line with the 10-year return of the benchmark index (Russell 1000 Value TR USD), 13.53%.
  • CAMWX 15-year return is 8.41%, which is higher than the 15-year return of the benchmark index (Russell 1000 Value TR USD), 7.9%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are CAMWX weaknesses from our perspective:

  • CAMWX net assets are $203.40 million. This fund is not a popular choice with retail investors.
  • CAMWX expense ratio is 0.65%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the CAMWX review, we covered CAMWX 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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