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CAMX - ETF AI Analysis
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Cambiar Aggressive Value ETF (CAMX)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, indicating positive momentum.
Sector Diversification
The fund is spread across nine different sectors, reducing reliance on any single industry.
Moderate Expense Ratio
The ETF's expense ratio is reasonable compared to actively managed funds, helping investors retain more of their returns.
Negative Factors
High Geographic Concentration
With over 95% exposure to U.S. companies, the fund lacks diversification across global markets.
Underperforming Top Holdings
Several key positions, including Elevance Health and Amrize Ltd, have posted negative year-to-date returns, dragging on performance.
Small Asset Base
The ETF has relatively low assets under management, which may limit liquidity and scalability.
CAMX vs. SPDR S&P 500 ETF (SPY)
AUM61.20M
RegionGlobal
Expense Ratio0.59%
Beta0.77
IssuerCambiar Funds
Inception DateFeb 13, 2023
Dividend Yield1.48%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume98
30 Day Avg. Volume245
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
35.74Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering28
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CAMX Summary
The Cambiar Aggressive Value ETF (CAMX) is designed for investors who want to focus on undervalued companies with strong growth potential across the entire market. It includes a mix of industries like healthcare, technology, and energy, with well-known companies such as Elevance Health and Chevron among its top holdings. This ETF is ideal for those seeking diversification and a value-driven approach to investing. However, new investors should be aware that its focus on undervalued stocks means performance can be sensitive to market conditions, and it may experience ups and downs depending on broader economic trends.
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
The Cambiar Aggressive Value ETF (CAMX) leans heavily into health care and industrials, with companies like Medtronic and Elevance Health shaping its performance. Medtronic is a bright spot, riding a bullish wave with strong growth momentum, while Elevance Health struggles to gain traction, weighed down by mixed technical signals. Honeywell and Nintendo are also holding the fund back, as both face recent declines despite solid fundamentals. With a global focus and a value-driven strategy, CAMX offers a diverse portfolio, but its reliance on lagging names in key sectors may be a headwind for near-term performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Elevance Health | 5.47% | $3.37M | $79.80B | -5.86% | 76 Outperform | |
| Amrize Ltd | 4.56% | $2.81M | $31.10B | ― | 70 Outperform | |
| Union Pacific | 4.47% | $2.75M | $142.33B | 2.12% | 75 Outperform | |
| Delta Air Lines | 4.45% | $2.74M | $45.58B | 13.48% | 80 Outperform | |
| Texas Instruments | 4.35% | $2.68M | $163.03B | -6.35% | 78 Outperform | |
| Honeywell International | 4.35% | $2.68M | $122.95B | -14.92% | 77 Outperform | |
| Medtronic | 4.18% | $2.58M | $128.03B | 21.08% | 80 Outperform | |
| Uber Technologies | 4.17% | $2.56M | $176.84B | 42.02% | 74 Outperform | |
| NXP Semiconductors | 4.14% | $2.55M | $57.42B | 5.22% | 70 Neutral | |
| Masco | 3.78% | $2.33M | $13.28B | -18.82% | 53 Neutral |
CAMX Technical Analysis
Positive
―
Price Trends
31.31
Positive
31.28
Positive
30.66
Positive
Market Momentum
0.36
Negative
65.46
Neutral
94.05
Negative
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 undefined is equal to the 20-day moving average (MA) of 31.42, equal to the 50-day MA of 31.31, and equal to the 200-day MA of 30.66, indicating a bullish trend. The MACD of 0.36 indicates Negative momentum. The RSI at 65.46 is Neutral, neither overbought nor oversold. The STOCH value of 94.05 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CAMX.
CAMX Peer Comparison
Comparison Results
Performance Comparison
CAMX
Cambiar Aggressive Value ETF
32.48
2.79
9.40%
GINX
SGI Enhanced Global Income ETF
―
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ICAP
InfraCap Equity Income Fund ETF
―
―
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TOLL
Tema Monopolies and Oligopolies ETF
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―
―
GOP
Unusual Whales Subversive Republican Trading ETF
―
―
―
SAGP
Strategas Global Policy Opportunities ETF
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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.
Disclaimer
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.Date of analysis: ―
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