Cambiar Opportunity Fund Quote
| CAMWX Fund | USD 28.40 0.23 0.80% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Cambiar Opportunity is trading at 28.40 as of the 31st of January 2025; that is 0.8 percent down since the beginning of the trading day. The fund's open price was 28.63. Cambiar Opportunity has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 6th of February 2024 and ending today, the 31st of January 2025. Click here to learn more.
The fund invests primarily in a diversified portfolio of common stocks of companies with a market capitalization in excess of 10 billion at time of purchase. The Adviser constructs the funds portfolio on a security-by-security basis, with the goal of building a portfolio that strikes a balance between the Advisers conviction in an investment and portfolio diversification.. More on Cambiar Opportunity Fund
Moving together with Cambiar Mutual Fund
Cambiar Mutual Fund Highlights
| Fund Concentration | Cambiar Funds, Large Value Funds, Large Value, Cambiar Funds, Large Blend, Large Value (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2022 |
| Fiscal Year End | October |
Cambiar Opportunity Fund [CAMWX] is traded in USA and was established 31st of January 2025. Cambiar Opportunity is listed under Cambiar Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Cambiar Funds family. This fund currently has accumulated 350.56 M in assets under management (AUM) with minimum initial investment of 5 M. Cambiar Opportunity is currently producing year-to-date (YTD) return of 4.8% with the current yeild of 0.02%, while the total return for the last 3 years was 10.69%.
Check Cambiar Opportunity Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Cambiar Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Cambiar Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Cambiar Opportunity Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Cambiar Opportunity Fund Mutual Fund Constituents
| JNJ | Johnson Johnson | Stock | Health Care | |
| USB | US Bancorp | Stock | Financials | |
| CFG | Citizens Financial Group, | Stock | Financials | |
| MGM | MGM Resorts International | Stock | Consumer Discretionary | |
| EBAY | eBay Inc | Stock | Consumer Discretionary | |
| CNC | Centene Corp | Stock | Health Care | |
| PFG | Principal Financial Group | Stock | Financials | |
| DOW | Dow Inc | Stock | Materials |
Cambiar Opportunity Risk Profiles
| Mean Deviation | 0.6396 | |||
| Standard Deviation | 1.3 | |||
| Variance | 1.69 | |||
| Risk Adjusted Performance | (0.02) |
Cambiar Opportunity Against Markets
Other Information on Investing in Cambiar Mutual Fund
Cambiar Opportunity financial ratios help investors to determine whether Cambiar Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Cambiar with respect to the benefits of owning Cambiar Opportunity security.
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