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

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

Cambiar Opportunity Inv (CAMOX) Fund Ranking and Research

Ranking, Research and Recommendation of Cambiar Opportunity Inv (CAMOX) Fund

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

 

Graph of Cambiar Opportunity Inv Fund (CAMOX) ManagerFund Manager - Brian M. Barish

Fund Manager Information

Fund Manager Tenure: 22.1 years
Similar Funds: CAMWX 
Fund Family: Cambiar Funds
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.45)     (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 Opportunity Inv Fund (CAMOX) ProfileCambiar Opportunity Inv Fund (CAMOX) Profile

Fund Profile and Description

Cambiar Opportunity Inv Fund seeks total return and capital preservation. Cambiar Opportunity Inv Fund normally invests at least 65% of the net assets in common stocks of companies that are relatively large in terms of revenues and assets, with market capitalizations over $1 billion at the time of purchase.

 

Cambiar Opportunity Inv (CAMOX) Fund Strength What we like about Cambiar Opportunity Inv (CAMOX) Fund

Data for Cambiar Opportunity Inv Fund (CAMOX) as of May 30, 2016

  • Cambiar Opportunity Inv Fund (CAMOX) management has been with Cambiar Opportunity Inv Fund for 22.1 years
  • Cambiar Opportunity Inv Fund (CAMOX) ratio of up-years vs down years is greater than 2
  • Asset base in Cambiar Opportunity Inv Fund (CAMOX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Cambiar Opportunity Inv Fund (CAMOX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.66, lower than category average of 11.67
  • Cambiar Opportunity Inv Fund (CAMOX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Cambiar Opportunity Inv Fund (CAMOX) Weakness What we are cautious about Cambiar Opportunity Inv (CAMOX) Fund

Data for Cambiar Opportunity Inv Fund (CAMOX) as of May 30, 2016

  • Cambiar Opportunity Inv Fund (CAMOX) has a less-than-ideal short-term performance (1-year return -1.70% vs -1.15% Large Blend category median performance)
  • Cambiar Opportunity Inv Fund (CAMOX) has a less-than-ideal mid-term performance (3-year return 7.91% vs 9.43% Large Blend category median performance)
  • Cambiar Opportunity Inv Fund (CAMOX) has a less-than-ideal Long-term performance (5-year return 6.07% vs 10.15% Large Blend category median performance)
  • Cambiar Opportunity Inv Fund (CAMOX) has a Morningstar rating of 3 and below
  • Cambiar Opportunity Inv Fund (CAMOX) is less safe compared to its Large Blend peers
  • Cambiar Opportunity Inv Fund (CAMOX) has an annual stock turnover rate of 64.00% that is higher than the Large Blend average of 53.12%. This could mean Cambiar Opportunity Inv is more nimble, but also signal potential high tax impact and high trading fees
  • Cambiar Opportunity Inv Fund (CAMOX) has a higher expense ratio of 1.20% than its Large Blend average of 1.02%
See Cambiar Opportunity Inv Fund (CAMOX) performance details as of May 30, 2016

 

What do you think?

 

Compare Cambiar Opportunity Inv Fund (CAMOX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Cambiar Opportunity Inv1.81-1.707.916.07
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Cambiar Opportunity Inv Fund (CAMOX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Cambiar Opportunity Inv Fund (CAMOX) Net Asset TrackingCambiar Opportunity Inv (CAMOX) Fund Net Asset

Track net asset change of Cambiar Opportunity Inv fund (CAMOX)

DateNet Asset
05/2016$579.52M
03/2016$578.30M
02/2016$553.34M
More historic net asset information on Cambiar Opportunity Inv Fund (CAMOX)

  

Graph of Cambiar Opportunity Inv Fund (CAMOX) Portfolio TrackingCambiar Opportunity Inv (CAMOX) Fund Portfolio Allocation

Track portfolio allocation change of Cambiar Opportunity Inv fund (CAMOX)

DateCashStockBondOther
04/20167.26%92.74%0%0%
02/20168.5%91.5%0%0%
01/20166.83%93.17%0%0%
Click here to see more historic asset allocation information on Cambiar Opportunity Inv Fund (CAMOX)

 

graph of Cambiar Opportunity Inv Fund (CAMOX) Top 10 Position TrackingTop 10 Holdings in Cambiar Opportunity Inv (CAMOX) Fund

Discover what Cambiar Opportunity Inv Fund (CAMOX) manager is buying

Apr 29, 2016
Oracle Corporation Common Stock [3.47%]
Royal Dutch Shell PLC ADR Class A [3.36%]
Synchrony Financial Common Stoc [3.32%]
CVS Health Corporation Common S [3.23%]
Capital One Financial Corporati [3.15%]
MetLife, Inc. Common Stock [3.14%]
MGM Resorts International Commo [3.13%]
McKesson Corporation Common Sto [3.12%]
Biogen Inc. [3.11%]
EOG Resources, Inc. Common Stoc [3.09%]

Feb 28, 2016
Coca-Cola Company (The) Common [3.7%]
United Parcel Service, Inc. Com [3.45%]
QUALCOMM Incorporated [3.4%]
Oracle Corporation Common Stock [3.29%]
AbbVie Inc. Common Stock [3.22%]
CVS Health Corporation Common S [3.21%]
Synchrony Financial Common Stoc [3.01%]
Biogen Inc. [3.01%]
eBay Inc. [2.98%]
Verizon Communications Inc. Com [2.95%]

Jan 30, 2016
Coca-Cola Company (The) Common [3.8%]
Verizon Communications Inc. Com [3.73%]
United Parcel Service, Inc. Com [3.44%]
CVS Health Corporation Common S [3.39%]
Biogen Inc. [3.36%]
Oracle Corporation Common Stock [3.35%]
AbbVie Inc. Common Stock [3.25%]
ASTRAZENECA [3.22%]
Synchrony Financial Common Stoc [3.17%]
MGM Resorts International Commo [3.17%]
Click here for Stock Holding Change Map in Cambiar Opportunity Inv Fund (CAMOX)

  

Latest News on Cambiar Opportunity Inv (CAMOX) Fund

See what is happening with Cambiar Opportunity Inv Fund (CAMOX)

    No recent news

 

Cambiar Opportunity Inv Fund (CAMOX) Related ResourcesSee more information on Cambiar Opportunity Inv (CAMOX) Fund

Popular pages on Cambiar Opportunity Inv (CAMOX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update