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

Updated: September 27, 2020
67
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-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 34 stock holdings and 0 bond holdings.

The top 10 holdings represent 33.73% of total assets. Here are the top holdings:

Name Symbol % Assets
Marvell Technology Group Ltd MRVL 4.10%
Applied Materials Inc AMAT 3.53%
Amazon.com Inc AMZN 3.44%
Pfizer Inc PFE 3.36%
Alphabet Inc A GOOGL 3.32%
Stanley Black & Decker Inc SWK 3.28%
American Express Co AXP 3.21%
PPG Industries Inc PPG 3.17%
Corteva Inc CTVA 3.16%
Goldman Sachs Group Inc GS 3.16%

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

CAMWX has generated the following returns:

  • 1-month return is -1.14%;
  • 3-month return is 5.12%;
  • 1-year return is 7.11%;
  • 3-year return is 6.72%;
  • 5-year return is 8.70%;
  • 10-year return is 9.80%.

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 1.55%.

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

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

  • 3-year beta is 1.01;
  • 5-year beta is 1.02;
  • 10-year beta is 1.10.
CAMWX Beta

11. What is CAMWX Sharpe ratio?

  • 3-year Sharpe ratio is 0.32;
  • 5-year Sharpe ratio is 0.41;
  • 10-year Sharpe ratio is 0.68.
CAMWX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 67. Our quantitative analysis shows 4 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 67.

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

The following are CAMWX strengths from our perspective:

  • <strong>CAMWX 3-year return</strong> is 6.72%, which is higher than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 3.35%.
  • <strong>CAMWX 5-year return</strong> is 8.7%, which is higher than the 5-year return of the benchmark index (Russell 1000 Value TR USD), 7.63%.
  • <strong>CAMWX 10-year return</strong> is 9.8%, which is in line with the 10-year return of the benchmark index (Russell 1000 Value TR USD), 10.17%.
  • 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:

  • <strong>CAMWX net assets</strong> are $122.90 million. This fund is not a popular choice with retail investors.
  • <strong>CAMWX expense ratio</strong> 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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