CAMWX : Cambiar Opportunity Fund Class Institutional

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

CAMWX

Cambiar Opportunity Fund Class Institutional

FI Score

47 /100

Expense Ratio Rating

7 /10

Expense Rating

3 /10

Market Score

3 /10

Category Score

8 /10

Market Size

3 /10

47% FI Score
  • camwx
  • Mutual Fund
  • US Stocks
  • Large Value

Cambiar Opportunity Fund Class Institutional

Expenses: 0.71% (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

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