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CAMX - ETF AI Analysis
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Cambiar Aggressive Value ETF (CAMX)
Rating:71Outperform
Price Target:―
Positive Factors
Broad Sector Mix
The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Generally Strong Top Holdings
Most of the largest positions have shown positive recent performance, which has supported the ETF’s overall returns.
Solid Recent Performance Trend
The ETF has delivered steady gains over the past month, three months, and year-to-date, showing positive momentum.
Negative Factors
High U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering little geographic diversification.
Moderately High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost options.
Some Lagging Top Positions
A few of the largest holdings have shown weak recent performance, which can drag on the fund if those stocks do not recover.
CAMX vs. SPDR S&P 500 ETF (SPY)
AUM60.01M
RegionGlobal
Expense Ratio0.59%
Beta0.80
IssuerCambiar Funds
Inception DateFeb 13, 2023
Dividend Yield1.84%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,026
30 Day Avg. Volume1,103
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
37.46Price 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 have solid business strength and room to grow. It doesn’t track a set index, but instead picks stocks across many sectors, including health care, industrials, and technology. Well-known holdings include Uber Technologies and Texas Instruments. Someone might invest in CAMX to seek long-term growth while staying diversified across many industries. A key risk is that these value stocks can be out of favor for long periods, so the share price can go up and down more than the overall 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 is leaning hard into health care and industrial names, with a global flavor that mixes U.S. giants and overseas players. Union Pacific and CME Group are helping pull the fund forward, while fast-rising names like Amrize and Align Tech add extra horsepower. Bristol-Myers Squibb has also been a steady engine in the health care sleeve. On the flip side, Uber and Nintendo are losing steam, acting as noticeable drags, and NXP Semiconductors has been more of a mixed contributor despite its recent rebound.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Uber Technologies | 5.62% | $3.36M | $150.92B | 2.49% | 74 Outperform | |
| Nintendo Co | 5.08% | $3.04M | $74.48B | -9.01% | 76 Outperform | |
| Elevance Health | 4.82% | $2.88M | $64.36B | -30.72% | 76 Outperform | |
| Union Pacific | 4.49% | $2.69M | $143.86B | 2.07% | 72 Outperform | |
| Bristol-Myers Squibb | 4.41% | $2.64M | $120.31B | 0.12% | 78 Outperform | |
| Honeywell International | 4.29% | $2.57M | $149.07B | 11.95% | 77 Outperform | |
| Amrize Ltd | 4.23% | $2.53M | $30.70B | ― | 70 Outperform | |
| Delta Air Lines | 4.07% | $2.43M | $38.39B | 25.73% | 80 Outperform | |
| Align Tech | 3.97% | $2.37M | $11.71B | -1.18% | 74 Outperform | |
| NXP Semiconductors | 3.87% | $2.31M | $48.23B | -7.42% | 70 Neutral |
CAMX Technical Analysis
Negative
―
Price Trends
33.02
Negative
32.04
Negative
31.35
Negative
Market Momentum
-0.57
Positive
27.33
Positive
3.16
Positive
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 32.85, equal to the 50-day MA of 33.02, and equal to the 200-day MA of 31.35, indicating a bearish trend. The MACD of -0.57 indicates Positive momentum. The RSI at 27.33 is Positive, neither overbought nor oversold. The STOCH value of 3.16 is Positive, 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
31.01
1.07
3.57%
ICAP
InfraCap Equity Income Fund ETF
―
―
―
GINX
SGI Enhanced Global Income ETF
―
―
―
PRAY
FIS Biblically Responsible Risk Managed ETF
―
―
―
SAGP
Strategas Global Policy Opportunities ETF
―
―
―
GOP
Unusual Whales Subversive Republican Trading 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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