Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | CAMAX Insights | CAMAX Score | CAMAX Performance | CAMAX News | CAMAX Allocation | CAMAX Holdings Change

Cambiar Aggressive Value Investor (CAMAX) Fund Ranking and Research

Ranking, Research and Recommendation of Cambiar Aggressive Value Investor (CAMAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Cambiar Aggressive Value Investor Fund (CAMAX) ManagerFund Manager - Brian M. Barish

Fund Manager Information

Fund Manager Tenure: 12.3 years
Fund 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

 

Graph of Cambiar Aggressive Value Investor Fund (CAMAX) ProfileCambiar 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.

 

Cambiar Aggressive Value Investor (CAMAX) Fund Strength 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

Cambiar Aggressive Value Investor Fund (CAMAX) Weakness 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%
See Cambiar Aggressive Value Investor Fund (CAMAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Cambiar Aggressive Value Investor Fund (CAMAX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Cambiar Aggressive Value Investor-7.95-12.449.433.42
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare Cambiar Aggressive Value Investor Fund (CAMAX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
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%

 

Graph of Cambiar Aggressive Value Investor Fund (CAMAX) Net Asset TrackingCambiar Aggressive Value Investor (CAMAX) Fund Net Asset

Track net asset change of Cambiar Aggressive Value Investor fund (CAMAX)

DateNet Asset
05/2016$126.88M
03/2016$133.27M
02/2016$132.75M
More historic net asset information on Cambiar Aggressive Value Investor Fund (CAMAX)

  

Graph of Cambiar Aggressive Value Investor Fund (CAMAX) Portfolio TrackingCambiar Aggressive Value Investor (CAMAX) Fund Portfolio Allocation

Track portfolio allocation change of Cambiar Aggressive Value Investor fund (CAMAX)

DateCashStockBondOther
04/201623.33%75.96%0%0.71%
02/201621.73%76.78%0%1.48%
01/20167.25%91.75%0%1%
Click here to see more historic asset allocation information on Cambiar Aggressive Value Investor Fund (CAMAX)

 

graph of Cambiar Aggressive Value Investor Fund (CAMAX) Top 10 Position TrackingTop 10 Holdings in Cambiar Aggressive Value Investor (CAMAX) Fund

Discover what Cambiar Aggressive Value Investor Fund (CAMAX) manager is buying

Apr 29, 2016
ProShares Ultra S&P500 [31.26%]
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%]

Feb 28, 2016
ProShares Ultra S&P500 [21.72%]
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%]

Jan 30, 2016
Synaptics Incorporated [9.17%]
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%]
Click here for Stock Holding Change Map in Cambiar Aggressive Value Investor Fund (CAMAX)

  

Latest News on Cambiar Aggressive Value Investor (CAMAX) Fund

See what is happening with Cambiar Aggressive Value Investor Fund (CAMAX)

    No recent news

 

Cambiar Aggressive Value Investor Fund (CAMAX) Related ResourcesSee more information on Cambiar Aggressive Value Investor (CAMAX) Fund

Popular pages on Cambiar Aggressive Value Investor (CAMAX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update