CAMAX : Cambiar Global Ultra Focus Fund Investor Class

CAMAX is a Allocation Market Total World with HIGH fees.

CAMAX

Cambiar Global Ultra Focus Fund Investor Class

FI Score

25 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

25% FI Score
  • camax
  • Mutual Fund
  • Allocation
  • Total World

Cambiar Global Ultra Focus Fund Investor Class

Expenses: 1.16% (Better than 0% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies located throughout the world. For purposes of this policy, equity securities include common stocks and derivative instruments with economic characteristics similar to equity securities. The equity securities in which the fund invests are primarily common stocks and the fund is generally unconstrained by any particular sector or market capitalization. The fund is non-diversified.

Largest Holdings

Amount Holding
4.27% American Express Co
4.11% Equitable Holdings Inc
3.98% JPMorgan Chase & Co
3.89% Marvell Technology Group Ltd
3.79% Pfizer Inc
3.76% VMware Inc
3.73% Verizon Communications Inc
3.63% Deutsche Post AG
3.51% Skyworks Solutions Inc
3.50% RWE AG ADR
3.39% Goldman Sachs Group Inc
3.33% BAE Systems PLC
3.26% VICI Properties Inc Ordinary Shares
3.16% 3M Co
3.15% Alphabet Inc A
3.15% Amdocs Ltd
3.15% KKR & Co Inc Ordinary Shares
3.06% TE Connectivity Ltd
3.04% Sanofi SA ADR
2.45% Applied Materials Inc
2.28% Capgemini SE ADR
2.24% PPG Industries Inc
2.22% Vail Resorts Inc
2.02% Accor SA
1.81% Airbus SE

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