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CAMUX Cambiar SMID Institutional Forecast, Technical & Fundamental Analysis

Category MidCapBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Ulta Beauty (NASDAQ:ULTA).

Industry description

The investment seeks long-term capital appreciation. The fund normally invests at least 80% 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.

Market Cap

The average market capitalization across the Cambiar SMID Institutional MF is 16.49B. The market cap for tickers in the group ranges from 4.97B to 34.59B. ACGL holds the highest valuation in this group at 34.59B. The lowest valued company is EEFT at 4.97B.

Volume

The average weekly volume growth across all stocks in the Cambiar SMID Institutional MF was 43%. For the same stocks of the MF, the average monthly volume growth was 13% and the average quarterly volume growth was 46%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 65
P/E Growth Rating: 66
Price Growth Rating: 54
SMR Rating: 44
Profit Risk Rating: 59
Seasonality Score: 32 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Advisors' Inner Circle (Cambiar)P. O. Box 219009Kansas City
Phone
N/A
Web
www.cambiar.com
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CAMUX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CAMUX has been closely correlated with FSMDX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if CAMUX jumps, then FSMDX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CAMUX
1D Price
Change %
CAMUX100%
-1.03%
FSMDX - CAMUX
97%
Closely correlated
-0.67%
VSEMX - CAMUX
87%
Closely correlated
-1.29%
VMCIX - CAMUX
85%
Closely correlated
-0.55%
VIMAX - CAMUX
84%
Closely correlated
-0.55%
VIMSX - CAMUX
84%
Closely correlated
-0.55%
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