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

Updated: June 28, 2020
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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 27.18% of total assets. Here are the top holdings:

Name Symbol % Assets
Prosus NV Ordinary Shares - Class N PRX 3.35%
SAP SE SAP.DE 3.33%
AIA Group Ltd 01299.HK 3.28%
Danone SA BN.PA 2.86%
Roche Holding AG Dividend Right Cert. ROG 2.68%
Deutsche Boerse AG DB1.DE 2.42%
E.ON SE EOAN.DE 2.35%
BAE Systems PLC BA..L 2.32%
Nordea Bank Abp NDA SE 2.31%
RWE AG RWE.DE 2.28%

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

CAMYX has generated the following returns:

  • 1-month return is 2.68%;
  • 3-month return is -21.93%;
  • 1-year return is -15.38%;
  • 3-year return is -4.95%;
  • 5-year return is -2.91%;
  • 10-year return is 3.82%.

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

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

5. What is CAMYX dividend yield?

CAMYX yield is 3.52%.

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.

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 1.39%;
  • 3-year ax cost ratio is 0.87%.

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

  • 3-year beta is 1.11;
  • 5-year beta is 0.97;
  • 10-year beta is 0.97.

11. What is CAMYX Sharpe ratio?

  • 3-year Sharpe ratio is -0.36;
  • 5-year Sharpe ratio is -0.19;
  • 10-year Sharpe ratio is 0.20.

Analysis

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

CAMYX Finny Score is 33. Our quantitative analysis shows 2 reasons to buy CAMYX and 4 reasons to sell it, resulting in the Finny Score of 33.

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

The following are CAMYX strengths from our perspective:

  • CAMYX 10-year return is 3.82%, which is in line with the 10-year return of the benchmark index (MSCI EAFE NR USD), 4.14%.
  • 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 3-year return is -4.95%, which is lower than the 3-year return of the benchmark index (MSCI EAFE NR USD), -1.37%.
  • CAMYX 5-year return is -2.91%, which is lower than the 5-year return of the benchmark index (MSCI EAFE NR USD), -0.42%.
  • CAMYX expense ratio is 0.9%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • CAMYX 3-year Beta is 1.11, which is higher than the index (MSCI ACWI Ex USA NR USD) 3-year beta, 1.00. The fund is perceived to be riskier than the comparable index based on the previous 3 years.
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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