CAMUX Mutual Fund

CAMUX Mutual Fund (Cambiar SMID Fund- Institutional Class) is managed by Cambria Investment Management with $8.0M in net assets. CAMUX expense ratio is 0.85%, holding 43 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2014-11-03.

CAMUX performance shows a YTD return of 9.67%. The 1-year return is 12.43% and the 5-year return is 4.46%. CAMUX dividend yield stands at 1.70%.

CAMUX 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 CAMUX holdings, CAMUX sectors, or CAMUX dividends.

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