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

Updated: September 09, 2021
17
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
  • High expense ratio

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

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

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

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

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

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 CAMYX top holdings?

CAMYX 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 CAMYX performance? What are CAMYX historical returns?

CAMYX has generated the following returns:

  • 1-month return is 1.74%;
  • 3-month return is -0.61%;
  • 1-year return is -0.61%;
  • 3-year return is 4.65%;
  • 5-year return is 5.45%;
  • 10-year return is 6.53%.

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

In the last 10 years, CAMYX had 5 up years and 5 down years.

CAMYX up and down years

5. What is CAMYX dividend yield?

CAMYX yield is 1.22%.

6. What is CAMYX minimum initial investment amount?

CAMYX minimum initial investment amount is $5.00M.

7. What is CAMYX expense ratio?

CAMYX expense ratio is 0.9%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

CAMYX expenses

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

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

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

  • 1-year ax cost ratio is 0.53%;
  • 3-year ax cost ratio is 0.79%.
CAMYX tax costs

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

CAMYX Beta

11. What is CAMYX Sharpe ratio?

  • 3-year Sharpe ratio is 0.25;
  • 5-year Sharpe ratio is 0.34;
  • 10-year Sharpe ratio is 0.43;
  • 15-year Sharpe ratio is 0.27.
CAMYX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 17. Our quantitative analysis shows 1 reason to buy and 5 reasons to sell it, resulting in the Finny Score of 17.

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

The following are CAMYX strengths from our perspective:

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

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

The following are CAMYX weaknesses from our perspective:

  • CAMYX net assets are $747.40 million. This fund is not a popular choice with retail investors.
  • CAMYX 3-year return is 4.65%, which is lower than the 3-year return of the benchmark index (MSCI EAFE NR USD), 9.63%.
  • CAMYX 5-year return is 5.45%, which is lower than the 5-year return of the benchmark index (MSCI EAFE NR USD), 9.73%.
  • CAMYX 10-year return is 6.53%, which is lower than the 10-year return of the benchmark index (MSCI EAFE NR USD), 7.75%.
  • CAMYX expense ratio is 0.9%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the CAMYX review, we covered CAMYX 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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