CAMX - ETF AI Analysis
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Cambiar Aggressive Value ETF (CAMX)
Rating:66Neutral
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has delivered strong gains so far this year and over the past three months, showing positive momentum.
Balanced Sector Mix
Holdings are spread across several sectors like industrials, health care, communication services, and consumer-related areas, which helps reduce reliance on any single industry.
Multiple Strong Top Holdings
Several of the largest positions, including health care, airlines, and industrial names, have shown strong year-to-date performance, supporting the fund’s overall results.
Negative Factors
High U.S. Concentration
With almost all assets in U.S. companies, the fund offers limited geographic diversification and is heavily tied to the U.S. market.
Notable Underperforming Holdings
Some key positions, such as Uber, CME Group, and Nintendo, have shown weak year-to-date performance, which can drag on returns if the weakness continues.
Moderate Expense Ratio
The fund’s expense ratio is not especially low, meaning investors pay a noticeable ongoing fee compared with some cheaper ETFs.
CAMX vs. SPDR S&P 500 ETF (SPY)
AUM67.36M
RegionGlobal
Expense Ratio0.59%
Beta0.77
IssuerCambiar Funds
Inception DateFeb 13, 2023
Dividend Yield1.65%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume59
30 Day Avg. Volume298
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
41.74Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering34
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CAMX Summary
The Cambiar Aggressive Value ETF (CAMX) is an actively managed fund that looks for U.S. companies the managers believe are undervalued but still have solid business strength. It doesn’t track a set index, but instead follows a value-investing approach across the total stock market, with a lot of its money in industrial and health care companies. Well-known holdings include Uber Technologies and Bristol-Myers Squibb. Someone might invest in CAMX to seek long-term growth while diversifying across many sectors. A key risk is that these value stocks can be volatile and the ETF’s price can go up or down with the overall stock market.
How much will it cost me?The Cambiar Aggressive Value ETF (CAMX) has an expense ratio of 0.59%, which means you’ll pay $5.90 per year for every $1,000 invested. This is higher than average because it is actively managed, requiring more research and decision-making compared to passively managed ETFs that track an index.
What would affect this ETF?The Cambiar Aggressive Value ETF (CAMX) could benefit from global economic growth and increased demand in sectors like Health Care and Technology, which are key components of its portfolio. However, it may face challenges from rising interest rates or economic slowdowns, which could negatively impact undervalued stocks and sectors like Industrials and Consumer Cyclical. Regulatory changes or geopolitical tensions could also affect its global exposure and holdings such as Chevron and Uber.
CAMX Top 10 Holdings
CAMX leans heavily into health care and global consumer names, with Bristol-Myers Squibb and Elevance Health acting as steady engines for the fund thanks to their rising share prices and solid fundamentals. Nutanix has been another bright spot, adding some tech flair with strong recent momentum. On the flip side, Nintendo’s slump and Southwest Airlines’ lagging performance have been mild headwinds, showing that not every value bet is firing. With holdings spanning the U.S., Japan, and Europe, this is a globally diversified, stock-picker’s portfolio rather than a single-theme play.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Elevance Health | 5.04% | $3.33M | $90.81B | 34.31% | 76 Outperform | |
| Uber Technologies | 5.02% | $3.32M | $146.39B | -25.26% | 74 Outperform | |
| Bristol-Myers Squibb | 4.49% | $2.97M | $130.00B | 37.75% | 78 Outperform | |
| CME Group | 4.29% | $2.84M | $99.08B | 5.05% | 74 Outperform | |
| Medtronic | 3.99% | $2.63M | $116.35B | -3.26% | 80 Outperform | |
| Nintendo Co | 3.92% | $2.59M | $60.66B | -44.20% | 76 Outperform | |
| Southwest Airlines | 3.63% | $2.40M | $19.20B | 23.94% | 66 Neutral | |
| Nutanix | 3.61% | $2.39M | $17.82B | -16.80% | 62 Neutral | |
| Align Tech | 3.33% | $2.20M | $10.71B | 14.64% | 74 Outperform | |
| Shimano Inc Unsponsored ADR | 3.32% | $2.20M | $10.04B | 7.37% | 61 Neutral |
CAMX Technical Analysis
Negative
―
Price Trends
35.34
Negative
34.75
Negative
33.53
Positive
Market Momentum
-0.25
Positive
39.57
Neutral
22.45
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CAMX, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 35.49, equal to the 50-day MA of 35.34, and equal to the 200-day MA of 33.53, indicating a neutral trend. The MACD of -0.25 indicates Positive momentum. The RSI at 39.57 is Neutral, neither overbought nor oversold. The STOCH value of 22.45 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for CAMX.
CAMX Peer Comparison
Comparison Results
Performance Comparison
CAMX
Cambiar Aggressive Value ETF
34.52
3.72
12.08%
GOP
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SAGP
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MNVT
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WCAP
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TOLL
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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