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Cambiar Aggressive Value Investor (CAMAX) Fund Ranking and Research
Ranking, Research and Recommendation of Cambiar Aggressive Value Investor (CAMAX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Brian M. Barish
Fund Manager Information
Fund Manager Tenure: 12.3 yearsFund Family: Cambiar Funds
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.58) (What does this score mean?)
As a director of research, Barish overseas Cambiar investment research and portfolio management. Barish's primary analytical responsibilities are coverage of the technology, media and aerospace sectors. Previously, Barish was direct of emerging markets research for Lazard Freres & Co., a New York based investment bank, where he followed several industries globally. Before that, he was a securities analyst with Bear, Stearns & Co. Barish began his career at Arnhold & S. Bleichroader, a New York based research firm. He received a BA in Economics and Philosophy from the University of California, Berkeley. Get more insights on Brian M. Barish
Cambiar Aggressive Value Investor Fund (CAMAX) Profile
Fund Profile and Description
Cambiar Aggressive Value Investor Fund seeks long-term capital appreciation. Cambiar Aggressive Value Investor Fund invests at least 80% of net assets in equity securities of U.S. and non-U.S. companies within any market capitalization range. It may invest in convertible securities. Cambiar Aggressive Value Investor Fund may invest in derivatives, including options on securities, and sell securities short as part of its investment strategy. It is non-diversified.
What we like about Cambiar Aggressive Value Investor (CAMAX) Fund
Data for Cambiar Aggressive Value Investor Fund (CAMAX) as of May 30, 2016
- Cambiar Aggressive Value Investor Fund (CAMAX) management has been with Cambiar Aggressive Value Investor Fund for 12.3 years
- Cambiar Aggressive Value Investor Fund (CAMAX) has good mid-term performance (3-year return 9.43% vs 5.54% World Stock category median performance)
- Cambiar Aggressive Value Investor Fund (CAMAX) ratio of up-years vs down years is greater than 2
- Cambiar Aggressive Value Investor Fund (CAMAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about Cambiar Aggressive Value Investor (CAMAX) Fund
Data for Cambiar Aggressive Value Investor Fund (CAMAX) as of May 30, 2016
- Cambiar Aggressive Value Investor Fund (CAMAX) has a less-than-ideal short-term performance (1-year return -12.44% vs -5.49% World Stock category median performance)
- Cambiar Aggressive Value Investor Fund (CAMAX) has a less-than-ideal Long-term performance (5-year return 3.42% vs 5.54% World Stock category median performance)
- Cambiar Aggressive Value Investor Fund (CAMAX) has a Morningstar rating of 3 and below
- Cambiar Aggressive Value Investor Fund (CAMAX) has an annual stock turnover rate of 163.00% that is higher than the World Stock average of 47.65%. This could mean Cambiar Aggressive Value Investor is more nimble, but also signal potential high tax impact and high trading fees
- Cambiar Aggressive Value Investor Fund (CAMAX) is more volatile than its peers as it has a 3-year Standard Deviation of 17.36 that is higher than category average of 12.23
- Cambiar Aggressive Value Investor Fund (CAMAX) has a higher expense ratio of 1.35% than its World Stock average of 1.28%
What do you think?
Compare with other top World Stock category mutual funds
Aadditional top World Stock mutual funds for your consideration
| Fund | Year to Date | 1 Year | 3 year | 5 year | |
| Cambiar Aggressive Value Investor | -7.95 | -12.44 | 9.43 | 3.42 | |
| Harbor Global Growth Instl (HGGAX) | 0.19 | -2.66 | 8.67 | 8.45 | Compare |
| VY Morgan Stanley Global Franchise A (IGFAX) | 5.17 | 5.32 | 7.52 | 8.58 | Compare |
| Columbia Select Global Equity A (IGLGX) | 2.74 | 1.01 | 6.58 | 5.54 | Compare |
See top fund managers for World Stock Category Funds
Compare with World Stock category ETFs
Some World Stock ETFs for your consideration
| ETF | Year to Date | One Year | Three Year | iShares MSCI All Country World Mini Vol (ACWV) | 6.45% | 4.47% | 9.19% | First Trust Dow Jones Global Sel Div ETF (FGD) | 0 | 0 | 0 | SPDR Global Dow ETF (DGT) | 0.96% | -7.06% | 4.45% | WisdomTree Global Equity Income ETF (DEW) | 5.57% | -5.89% | 1.79% | iShares MSCI ACWI (ACWI) | 2.11% | -5.39% | 5.46% |
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Cambiar Aggressive Value Investor (CAMAX) Fund Net Asset
Track net asset change of Cambiar Aggressive Value Investor fund (CAMAX)
| Date | Net Asset |
| 05/2016 | $126.88M |
| 03/2016 | $133.27M |
| 02/2016 | $132.75M |
Cambiar Aggressive Value Investor (CAMAX) Fund Portfolio Allocation
Track portfolio allocation change of Cambiar Aggressive Value Investor fund (CAMAX)
| Date | Cash | Stock | Bond | Other |
| 04/2016 | 23.33% | 75.96% | 0% | 0.71% |
| 02/2016 | 21.73% | 76.78% | 0% | 1.48% |
| 01/2016 | 7.25% | 91.75% | 0% | 1% |
Top 10 Holdings in Cambiar Aggressive Value Investor (CAMAX) Fund
Discover what Cambiar Aggressive Value Investor Fund (CAMAX) manager is buying
Synaptics Incorporated [9.06%] Verifone Systems, Inc. Common S [9.01%] Synchrony Financial Common Stoc [7.45%] Aercap Holdings N.V. Ordinary S [7.21%] eBay Inc. [7.14%] QUALCOMM Incorporated [5.91%] Biogen Inc. [5.9%] Royal Dutch Shell PLC ADR Class A [5.67%] ASTRAZENECA [5.64%] | Synaptics Incorporated [10.34%] Verifone Systems, Inc. Common S [7.06%] eBay Inc. [6.49%] AbbVie Inc. Common Stock [6.21%] Synchrony Financial Common Stoc [6.13%] Aercap Holdings N.V. Ordinary S [5.45%] Biogen Inc. [5.43%] ASTRAZENECA [5.21%] GEMALTO NV [4.34%] | Verifone Systems, Inc. Common S [6.4%] AbbVie Inc. Common Stock [6.01%] Synchrony Financial Common Stoc [5.56%] Ericsson [5.22%] Biogen Inc. [5.12%] eBay Inc. [5.04%] ASTRAZENECA [5.04%] ProShares Ultra S&P500 [4.42%] Capital One Financial Corporati [4.36%] |
Latest News on Cambiar Aggressive Value Investor (CAMAX) Fund
See what is happening with Cambiar Aggressive Value Investor Fund (CAMAX)
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See more information on Cambiar Aggressive Value Investor (CAMAX) Fund
Popular pages on Cambiar Aggressive Value Investor (CAMAX) Fund
- Cambiar Aggressive Value Investor (CAMAX) Fund Research and Recommendation
- Cambiar Aggressive Value Investor (CAMAX) Fund Performance Data
- Cambiar Aggressive Value Investor (CAMAX) Fund Manager Information
- Historic Cambiar Aggressive Value Investor (CAMAX) Fund Asset Allocation Report
- Historic Cambiar Aggressive Value Investor (CAMAX) Fund Top 10 Holding Tracking
- Historic Cambiar Aggressive Value Investor (CAMAX) Fund Asset Under Management Tracking
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