Cambiar Smid Financials
| CAMUX Fund | USD 25.63 0.19 0.74% |
Cambiar |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Cambiar Smid Fund Summary
Cambiar Smid competes with Cambiar International, Cambiar Small, Cambiar Opportunity, Cambiar Small, and Cambiar Opportunity. The fund normally invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in common stocks of small- to mid-sized companies. The adviser considers small- and mid-sized companies to be those with market capitalizations not greater than either that of the largest company in the Russell 2500 Value Index or 12 billion, whichever is greater at the time of initial purchase.Specialization | Mid-Cap Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Advisors Inner Circle |
| Mutual Fund Family | Cambiar Funds |
| Mutual Fund Category | Mid-Cap Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 866 777 8227 |
| Currency | USD - US Dollar |
Cambiar Smid Key Financial Ratios
Cambiar Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Cambiar Smid's current stock value. Our valuation model uses many indicators to compare Cambiar Smid value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Cambiar Smid competition to find correlations between indicators driving Cambiar Smid's intrinsic value. More Info.Cambiar Smid Fund is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 960.91 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Cambiar Smid's earnings, one of the primary drivers of an investment's value.Cambiar Smid Systematic Risk
Cambiar Smid's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Cambiar Smid volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Cambiar Smid correlated with the market. If Beta is less than 0 Cambiar Smid generally moves in the opposite direction as compared to the market. If Cambiar Smid Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Cambiar Smid is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Cambiar Smid is generally in the same direction as the market. If Beta > 1 Cambiar Smid moves generally in the same direction as, but more than the movement of the benchmark.
Cambiar Smid December 3, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Cambiar Smid help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Cambiar Smid Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Cambiar Smid Fund based on widely used predictive technical indicators. In general, we focus on analyzing Cambiar Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Cambiar Smid's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7159 | |||
| Information Ratio | (0.09) | |||
| Maximum Drawdown | 3.83 | |||
| Value At Risk | (1.07) | |||
| Potential Upside | 1.29 |
Other Information on Investing in Cambiar Mutual Fund
Cambiar Smid financial ratios help investors to determine whether Cambiar Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Cambiar with respect to the benefits of owning Cambiar Smid security.
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