CAMOX Rating, Research - Cambiar Opportunity Inv

Cambiar Opportunity Inv (camox)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

SELL

SWOT Statistics

Strengths + Opportunities = 48

Threats + Weaknesses = 44

When strengths & opportunities substantially exceed threats & weaknesses an investment in the camox mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Cambiar Opportunity Inv (CAMOX) Description: CAMOX is a mutual fund, which is an investment that owns a basket of assets. The CAMOX mutual fund was provided by Cambiar and this investment vehicle derives the majority of its value from equity holdings (stocks). Cambiars mutual fund has a long management tenure and is in the large fund size classification. CAMOXs minimum initial investment amount is $2500 while the IRA minimum is $500. CAMOXs expense ratio is roughly 1%. The latest CAMOXs front end load was 0% and the back end load was 0%. The Cambiar Opportunity Inv (CAMOX) mutual fund falls under the large-cap mixed category. CAMOX focuses its investments in USA and CAMOX is not affiliated with a particular industry or fund sector. The Cambiar Opportunity Inv (CAMOX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find CAMOXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of CAMOXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks growth of capital and growth of income consistent with reasonable risk. The fund normally invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equity securities (see equity research) of large, seasoned, U.S. and multinational companies, which is defined as a company having a market capitalization at the time of purchase that falls within the market capitalization range of companies in the Russell 1000 Index. It invests in the full spectrum of large companies including those with value or growth characteristics.


Management Analysis Update

Cambiar Opportunity Inv's executives / managers make better investing decisions, because their assets are invested along side their client's.


Performance Analysis Update