CAMOX : Cambiar Opportunity Fund Class Investor

CAMOX is a US Stocks Market Large Value with MODERATE fees.

CAMOX

Cambiar Opportunity Fund Class Investor

FI Score

42 /100

Expense Ratio Rating

6 /10

Expense Rating

2 /10

Market Score

3 /10

Category Score

8 /10

Market Size

3 /10

42% FI Score
  • camox
  • Mutual Fund
  • US Stocks
  • Large Value

Cambiar Opportunity Fund Class Investor

Expenses: 0.80% (Better than 1% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks total return and capital preservation. The fund invests primarily in a diversified portfolio of common stocks of companies with a market capitalization in excess of $3 billion at time of purchase. The Adviser constructs the fund's portfolio on a security-by-security basis, with the goal of building a portfolio that strikes a balance between the Adviser's conviction in an investment and portfolio diversification.

Largest Holdings

Amount Holding
3.68% Amazon.com Inc
3.57% Pfizer Inc
3.55% Marvell Technology Group Ltd
3.36% Verizon Communications Inc
3.29% Alphabet Inc A
3.25% American Express Co
3.22% Raytheon Technologies Corp
3.16% JPMorgan Chase & Co
3.12% Rockwell Automation Inc
3.12% United Parcel Service Inc Class B
3.07% 3M Co
3.06% Colgate-Palmolive Co
3.04% The Home Depot Inc
2.99% PPG Industries Inc
2.94% VMware Inc
2.93% Goldman Sachs Group Inc
2.89% Union Pacific Corp
2.81% TE Connectivity Ltd
2.78% Corteva Inc
2.76% Skyworks Solutions Inc
2.68% KKR & Co Inc Ordinary Shares
2.64% Applied Materials Inc
2.50% Sempra Energy
2.27% Citigroup Inc
2.23% Stanley Black & Decker Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo