- What does CAMOX invest in?
- The fund primarily allocates its assets to a diverse collection of equity shares from companies boasting a market capitalization exceeding $10 billion at the point of acquisition. The investment adviser meticulously constructs this portfolio by selecting individual securities, striving to achieve an optimal balance between high conviction in specific investments and broad portfolio diversification.
- What is the expense ratio of CAMOX?
- Cambiar Opportunity Portfolio (CAMOX) charges an expense ratio of 0.85%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is CAMOX?
- Cambiar Opportunity Portfolio (CAMOX) manages $320.9M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is CAMOX actively managed or an index fund?
- CAMOX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was CAMOX launched?
- Cambiar Opportunity Portfolio (CAMOX) launched in June 1998 and is managed by the fund issuer.
- How has CAMOX performed?
- CAMOX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
