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CAMX
+0.29 · +0.92%
$32.17 · NYSE ARCA

Cambiar Aggressive Value ETF (CAMX) ETF Analysis | Global Large-Stock Value

Cambiar Funds · USA
AUM:$64.5M
#– of – in Global Large-Stock Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 22.7% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.59% — moderate cost. Consider how fees compound over long holding periods.

What is CAMX?

Under normal circumstances, the fund primarily invests in equity securities of companies located in the United States. The fund typically invests in a portfolio of 20-30 issuers that Cambiar Investors, the fund"s investment adviser, believes represent the best opportunities for long-term capital appreciation.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
CAMX delivered 22.7% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.59%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 46.0% of the ETF — a moderate level of name concentration.
ETF Information
AUM$64.5M
Expense Ratio0.59%
Dividend Yield1.84%
Holdings28
Inception DateAug 2007
Domicile–
Distribution–
Index–
ProviderCambiar Funds
Beta0.90
CategoryGlobal Large-Stock Value
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+7.6%
1Y
+15.1%
3Y
+48.3%
5Y
+54.7%
OpenBook InsightIf you had invested £10,000 in CAMX 5 years ago, it would have grown to £15,466 — a gain of £5,466.

Annual Returns

Calendar year performance

CAMX delivered positive returns in 4 of the last 4 calendar years.
YearCAMX
2026 YTD+13.6%
2025+9.4%
2024+12.5%
2023+9.7%
CAGR 3yr+10.6%
4/4 positive yearsAvg return: +11.3%Worst year: +9.4% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
14.0%
Low
Momentum
+4.0%
30-day change
Support Level
35.54
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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