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Cambiar International Equity Inv (CAMIX) Fund Ranking and Research

Ranking, Research and Recommendation of Cambiar International Equity Inv (CAMIX) Fund

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Graph of Cambiar International Equity Inv Fund (CAMIX) ManagerFund Manager - Brian Barish

Fund Manager Information

Fund Manager Tenure: 16.0 years
Fund Family: Cambiar Funds
Fund Category: Foreign Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.78)     (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 Barish

 

Graph of Cambiar International Equity Inv Fund (CAMIX) ProfileCambiar International Equity Inv Fund (CAMIX) Profile

Fund Profile and Description

Cambiar International Equity Inv Fund normally invests at least 80% of the net assets in equity securities. It focuses predominantly in medium to large market capitalization equity securities of non-U.S. companies, foreign companies with U.S.-only listings and some U.S. corporations where the preponderance of business activity lies outside the U.S. The majority of these companies operate in "established" markets. Cambiar International Equity Inv Fund normally purchases American Depositary Receipt listings ("ADRs") of foreign companies on U.S. exchanges, rather than foreign shares on foreign exchanges, to facilitate greater liquidity and lower custodial expenses.

 

Cambiar International Equity Inv (CAMIX) Fund Strength What we like about Cambiar International Equity Inv (CAMIX) Fund

Data for Cambiar International Equity Inv Fund (CAMIX) as of May 30, 2016

  • Cambiar International Equity Inv Fund (CAMIX) management has been with Cambiar International Equity Inv Fund for 16.0 years
  • Cambiar International Equity Inv Fund (CAMIX) has good short-term performance (1-year return -6.65% vs -10.09% Foreign Large Blend category median performance)
  • Cambiar International Equity Inv Fund (CAMIX) has good mid-term performance (3-year return 4.41% vs 1.82% Foreign Large Blend category median performance)
  • Cambiar International Equity Inv Fund (CAMIX) has good Long-term performance (5-year return 3.89% vs 1.53% Foreign Large Blend category median performance)
  • Cambiar International Equity Inv Fund (CAMIX) ratio of up-years vs down years is greater than 2
  • Cambiar International Equity Inv Fund (CAMIX) has a Morningstar rating of 4 and above
  • Asset base in Cambiar International Equity Inv Fund (CAMIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Cambiar International Equity Inv Fund (CAMIX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.48, lower than category average of 12.81
  • Cambiar International Equity Inv Fund (CAMIX) has a lower expense ratio than its Foreign Large Blend average: 1.09% vs 1.14%
  • Cambiar International Equity Inv Fund (CAMIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Cambiar International Equity Inv Fund (CAMIX) Weakness What we are cautious about Cambiar International Equity Inv (CAMIX) Fund

Data for Cambiar International Equity Inv Fund (CAMIX) as of May 30, 2016

  • Cambiar International Equity Inv Fund (CAMIX) has an annual stock turnover rate of 49.00% that is higher than the Foreign Large Blend average of 44.90%. This could mean Cambiar International Equity Inv is more nimble, but also signal potential high tax impact and high trading fees
See Cambiar International Equity Inv Fund (CAMIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Cambiar International Equity Inv Fund (CAMIX)Compare with other top Foreign Large Blend category mutual funds

Aadditional top Foreign Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Cambiar International Equity Inv-1.30-6.654.413.89
Parametric International Equity Investor (EAISX)1.60-4.953.802.79Compare
INTECH International Mgd Volatility T (JRMTX)1.29-2.474.563.43Compare
Artisan International Value Investor (ARTKX)2.65-4.906.066.97Compare

See top fund managers for Foreign Large Blend Category Funds

 

Compare Cambiar International Equity Inv Fund (CAMIX)Compare with Foreign Large Blend category ETFs

Some Foreign Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares Madrona International ETF (FWDI)000
Vanguard Total International Stock ETF (VXUS)000
iShares MSCI EAFE Minimum Volatility (EFAV)000
Schwab International Equity ETF (SCHF)000
PowerShares Intl Div Achiev ETF (PID)000

 

Graph of Cambiar International Equity Inv Fund (CAMIX) Net Asset TrackingCambiar International Equity Inv (CAMIX) Fund Net Asset

Track net asset change of Cambiar International Equity Inv fund (CAMIX)

DateNet Asset
05/2016$2.62B
03/2016$2.31B
02/2016$2.01B
More historic net asset information on Cambiar International Equity Inv Fund (CAMIX)

  

Graph of Cambiar International Equity Inv Fund (CAMIX) Portfolio TrackingCambiar International Equity Inv (CAMIX) Fund Portfolio Allocation

Track portfolio allocation change of Cambiar International Equity Inv fund (CAMIX)

DateCashStockBondOther
04/20164.36%95.64%0%0%
02/201613.71%86.29%0%0%
01/201612.33%87.67%0%0%
Click here to see more historic asset allocation information on Cambiar International Equity Inv Fund (CAMIX)

 

graph of Cambiar International Equity Inv Fund (CAMIX) Top 10 Position TrackingTop 10 Holdings in Cambiar International Equity Inv (CAMIX) Fund

Discover what Cambiar International Equity Inv Fund (CAMIX) manager is buying

Apr 29, 2016
Royal Dutch Shell PLC ADR Class A [3.17%]
VODAFONE GROUP [2.95%]
National Grid PLC [2.91%]
ROCHE HLDG AG DIV RT [2.82%]
adidas AG [2.56%]
AstraZeneca PLC [2.55%]
OTSUKA HOLDINGS CO L [2.28%]
KONINKLIJKE DSM NV [2.24%]
CARLSBURG AS B SHS [2.21%]
MAZDA MOTOR CORP ORD [2.18%]

Feb 28, 2016
ROCHE HLDG AG DIV RT [3.05%]
VODAFONE GROUP [2.9%]
National Grid PLC [2.89%]
Royal Dutch Shell PLC ADR Class A [2.78%]
AstraZeneca PLC [2.68%]
Markit Ltd. [2.3%]
SECOM CO LTD [2.27%]
adidas AG [2.25%]
Atos SE [2.18%]
SUNTORY BEVERAGE [2.17%]

Jan 30, 2016
Sky PLC [3.19%]
VODAFONE GROUP [3.08%]
ROCHE HLDG AG DIV RT [3.08%]
National Grid PLC [3.04%]
AstraZeneca PLC [3.02%]
Royal Dutch Shell PLC ADR Class A [2.69%]
SUNTORY BEVERAGE [2.38%]
Atos SE [2.37%]
Markit Ltd. [2.35%]
SECOM CO LTD [2.22%]
Click here for Stock Holding Change Map in Cambiar International Equity Inv Fund (CAMIX)

  

Latest News on Cambiar International Equity Inv (CAMIX) Fund

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Cambiar International Equity Inv Fund (CAMIX) Related ResourcesSee more information on Cambiar International Equity Inv (CAMIX) Fund

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