CAMX - ETF AI Analysis
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Cambiar Aggressive Value ETF (CAMX)
Rating:67Neutral
Price Target:―
Positive Factors
Solid Recent Overall Performance
The ETF has delivered positive returns so far this year and over the past month, showing improving momentum despite a recent three‑month dip.
Strong Standout Holdings
Several top positions, especially in technology and health care, have shown strong gains, helping support the fund’s overall results.
Diversified Sector Mix
Holdings spread across health care, industrials, technology, consumer sectors, energy, financials, and materials help reduce the impact of weakness in any single industry.
Negative Factors
Higher Expense Ratio
The fund’s fee is on the higher side for an ETF, which can gradually eat into long‑term returns compared with lower‑cost options.
Concentrated U.S. Exposure
With almost all assets in U.S. companies, the ETF offers little geographic diversification and is heavily tied to the U.S. market’s fortunes.
Mixed Performance Among Top Holdings
Some large positions, including notable names in transportation and health care, have shown weak or negative performance, which can drag on the fund if those trends continue.
CAMX vs. SPDR S&P 500 ETF (SPY)
AUM65.94M
RegionGlobal
Expense Ratio0.59%
Beta0.79
IssuerCambiar Funds
Inception DateFeb 13, 2023
Dividend Yield1.67%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume539
30 Day Avg. Volume455
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
38.79Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering29
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CAMX Summary
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 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 Delta Air Lines. Someone might invest in CAMX to seek long-term growth while staying diversified across many industries. However, this ETF focuses on “aggressive value” stocks, so its price can be more volatile and can go up and down significantly with the 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 on industrials and health care, and its story right now is about a few big winners doing the heavy lifting while some global names lose altitude. Centene is sprinting ahead, with Elevance Health and Bristol-Myers providing steady health care ballast. On the industrial side, Honeywell, Delta, and Union Pacific are generally rising, giving the fund a solid backbone. Offsetting that strength, Uber has been lagging and Airbus looks stuck on the tarmac, reminding investors that this globally diversified value play still has a few weak links.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Elevance Health | 5.86% | $3.82M | $85.71B | 6.02% | 76 Outperform | |
| Uber Technologies | 5.38% | $3.50M | $146.20B | -18.15% | 74 Outperform | |
| Honeywell International | 4.20% | $2.74M | $144.42B | 2.65% | 77 Outperform | |
| Delta Air Lines | 4.20% | $2.73M | $50.02B | 58.89% | 80 Outperform | |
| Masco | 3.99% | $2.60M | $13.57B | 8.85% | 53 Neutral | |
| Airbus SE | 3.94% | $2.57M | $154.92B | 10.17% | 66 Neutral | |
| Union Pacific | 3.84% | $2.50M | $157.86B | 19.71% | 72 Outperform | |
| Amrize Ltd | 3.83% | $2.50M | $27.61B | ― | 70 Outperform | |
| Bristol-Myers Squibb | 3.83% | $2.49M | $121.42B | 26.92% | 78 Outperform | |
| Centene | 3.81% | $2.48M | $29.20B | 4.84% | 58 Neutral |
CAMX Technical Analysis
Positive
―
Price Trends
32.54
Positive
32.79
Positive
31.87
Positive
Market Momentum
0.34
Positive
61.45
Neutral
94.73
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 33.84, equal to the 50-day MA of 32.54, and equal to the 200-day MA of 31.87, indicating a bullish trend. The MACD of 0.34 indicates Positive momentum. The RSI at 61.45 is Neutral, neither overbought nor oversold. The STOCH value of 94.73 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
34.19
4.61
15.58%
GINX
SGI Enhanced Global Income ETF
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RJDI
RJ Eagle GCM Dividend Select Income ETF
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GOP
Unusual Whales Subversive Republican Trading ETF
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―
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SAGP
Strategas Global Policy Opportunities ETF
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WCAP
WarCap Unconstrained Equity 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.
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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