CAMMX Mutual Fund

CAMMX Mutual Fund (Cambiar SMID Fund Investor Class) is managed by Cambria Investment Management with $27.9M in net assets. CAMMX expense ratio is 0.95%, holding 43 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2011-05-31.

CAMMX performance shows a YTD return of 9.60%. The 1-year return is 12.31% and the 5-year return is 4.22%. CAMMX dividend yield stands at 1.55%.

CAMMX top holdings include First Am Treas Obli-X (3.1%), Hollyfrontier (2.8%), Solventum Corp (2.7%), Reinsurance Group of America, Incorporated (2.7%), Nutanix Inc - A (2.6%). Go to all CAMMX holdings, CAMMX sectors, or CAMMX dividends.

CAMMX can be compared against other funds. Use CAMMX overlap to find shared positions, or CAMMX vs another fund for a side-by-side view. CAMMX alternatives are available via the screener, along with tax-loss harvesting opportunities.