CAMGX : Cambiar Global Equity Fund Investor Class

CAMGX is a Allocation Market Total World with MODERATE fees.

CAMGX

Cambiar Global Equity Fund Investor Class

FI Score

31 /100

Expense Ratio Rating

7 /10

Expense Rating

2 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

31% FI Score
  • camgx
  • Mutual Fund
  • Allocation
  • Total World

Cambiar Global Equity Fund Investor Class

Expenses: 0.85% (Better than 1% 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. 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. The equity securities in which the fund generally invests are common stocks and American Depositary Receipts ("ADRs"). The fund typically invests in securities of companies with market capitalizations of $3 billion or greater and the adviser expects, under normal market conditions, to invest in at least three different countries and invest at least 40% (or, if conditions are not favorable, invest at least 30%) of its assets in foreign companies.

Largest Holdings

Amount Holding
3.13% Reckitt Benckiser Group PLC ADR
2.92% Colgate-Palmolive Co
2.89% Alphabet Inc A
2.79% SAP SE ADR
2.78% Amazon.com Inc
2.72% VMware Inc
2.71% The Home Depot Inc
2.49% Visa Inc Class A
2.48% Siemens Healthineers AG ADR
2.45% Verizon Communications Inc
2.45% Pfizer Inc
2.44% Prosus NV ADR
2.33% Expeditors International of Washington Inc
2.33% Rockwell Automation Inc
2.33% 3M Co
2.24% KKR & Co Inc Ordinary Shares
2.15% Danone SA ADR
2.14% Deutsche Post AG ADR
2.14% Skyworks Solutions Inc
2.14% Medtronic PLC
2.12% Carlsberg A/S ADR
2.12% Biogen Inc
2.10% Charles Schwab Corp
2.08% Deutsche Boerse AG ADR
2.07% Smith & Nephew PLC ADR

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