CAMMX Mutual Fund
NAV$19.44
AUM$30M
TER0.95%
Holdings40
CAMMX Mutual Fund
NAV$19.44
Cambiar SMID Fund Investor Class
AUM$30M
TER0.95%
Holdings40

✓All holdings
✓Overlap Analysis
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CAMMX Mutual Fund Overlap Analysis
CAMMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CAMMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, CAMMX may share significant positions with broad-market funds.
CAMMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CAMMX tax-loss harvesting finds highly correlated but non-identical funds.