CAMX - ETF AI Analysis
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Cambiar Aggressive Value ETF (CAMX)
CAMX, the Cambiar Aggressive Value ETF, earns a solid overall rating thanks to several high-quality core holdings like Medtronic and Intercontinental Exchange, which bring strong financial performance, innovation, and positive momentum to the portfolio. Bristol-Myers Squibb and Nintendo further support the fund’s quality with robust growth prospects and healthy balance sheets, while more mixed names such as Nutanix and Southwest Airlines, with leverage and profitability challenges, modestly weigh on the rating. The main risk factor is the fund’s exposure to companies with premium valuations or operational headwinds, which could increase volatility if market conditions worsen.
CAMX vs. SPDR S&P 500 ETF (SPY)
- AUM
- 67.33M
- Region
- Global
- Expense Ratio
- 0.59%
- Beta
- 0.76
- Issuer
- Cambiar Funds
- Inception Date
- Feb 13, 2023
- Dividend Yield
- 1.62%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
CAMX Summary
Cambiar Aggressive Value ETF (CAMX) is an actively managed fund that looks for U.S. and global companies it believes are undervalued but still have solid business strength and room to grow. It doesn’t track a specific index, but follows a value-investing theme across many sectors like health care, industrials, and technology. Well-known holdings include Uber Technologies and Bristol-Myers Squibb. Someone might invest in CAMX to diversify across many industries while aiming for long-term growth from beaten-down stocks that could recover. A key risk is that these value stocks can stay out of favor for long periods, so the price can go up and down significantly.
How much will it cost me?
CAMX has an expense ratio of 0.59%, which means you’ll pay about $5.90 per year for every $1,000 invested. This is higher than the average ETF because it’s actively managed, with professionals selecting value-focused stocks rather than simply tracking an index.
What would affect this ETF?
CAMX could benefit if global economic growth stays solid, supporting demand for its health care, industrial, and consumer-focused companies, and if value-style stocks come back into favor, lifting undervalued names like Elevance Health, Uber, and Amazon. On the downside, a global slowdown, higher interest rates, or tighter regulations on technology, health care, or financial firms could hurt profits and stock prices, and the fund’s aggressive value approach may lead to larger swings in performance during market stress.
CAMX Top 10 Holdings
CAMX leans heavily into health care and industrial names, with Elevance Health and Medtronic quietly powering the fund thanks to steady, rising share prices and solid fundamentals. On the financial side, CME Group has been another bright spot, adding a bit of stability and upside. Tech exposure is more of a mixed bag: Nutanix has been a standout riser, while Uber and Align Tech have been lagging and occasionally dragging on returns. With holdings like Amazon and Nintendo, the ETF has a global footprint, but the real story is its concentrated bet on value in health care and select cyclicals.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 ELV | Elevance Health | 5.00% | $3.36M | $90.76B | 30.48% | 76Outperform |
 CME | CME Group | 4.54% | $3.05M | $108.50B | 15.31% | 74Outperform |
 UBER | Uber Technologies | 4.45% | $2.99M | $133.28B | -32.38% | 74Outperform |
 BMY | Bristol-Myers Squibb | 4.23% | $2.84M | $127.71B | 36.96% | 78Outperform |
 MDT | Medtronic | 4.13% | $2.78M | $123.49B | 6.12% | 80Outperform |
 LUV | Southwest Airlines | 4.01% | $2.70M | $20.77B | 41.01% | 66Neutral |
 NTNX | Nutanix | 3.82% | $2.57M | $18.33B | -2.71% | 62Neutral |
 NTDOY | Nintendo Co | 3.86% | $2.59M | $60.65B | -36.83% | 76Outperform |
 ALGN | Align Tech | 3.33% | $2.24M | $10.65B | 8.28% | 74Outperform |
 AMZN | Amazon | 3.07% | $2.06M | $2.59T | 7.85% | 71Outperform |
CAMX Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CAMX, the sentiment is Positive. The current price of 35.15 is above the 20-day moving average (MA) of 34.48, above the 50-day MA of 34.60, and above the 200-day MA of 33.91, indicating a bullish trend. The MACD of 0.25 indicates Negative momentum. The RSI at 60.83 is Neutral, neither overbought nor oversold. The STOCH value of 50.48 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CAMX.
CAMX Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| CAMX | $35.15 | $37.00(5.25% Upside) | $67.33M | 0.59% | 67Neutral |
 GOP | $42.68 | $52.61(23.25% Upside) | $94.03M | 0.73% | 69Neutral |
 SAGP | $37.23 | $55.09(47.99% Upside) | $79.42M | 0.65% | 68Neutral |
 PRAY | $34.07 | $41.96(23.15% Upside) | $74.61M | 0.68% | 67Neutral |
 MNVT | $23.77 | $41.59(74.96% Upside) | $67.35M | 0.75% | 58Neutral |
 TOLL | $39.96 | $48.45(21.25% Upside) | $61.42M | 0.55% | 60Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| CAMX | Cambiar Aggressive Value ETF | 35.15 | 4.59 | 15.00% | |
| GOP | Unusual Whales Subversive Republican Trading ETF | 42.68 | 6.12 | 16.75% | |
| SAGP | Strategas Global Policy Opportunities ETF | 37.23 | 4.00 | 12.03% | |
| PRAY | FIS Biblically Responsible Risk Managed ETF | 34.07 | 2.80 | 8.96% | |
| MNVT | Moonvest ETF | 23.77 | -0.94 | -3.81% | |
| TOLL | Tema Monopolies and Oligopolies ETF | 39.96 | 5.26 | 15.16% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.