CAMXCambiar Aggressive Value ETF
Seeks long-term capital appreciation.
By Cambiar Funds · Launched 2007
Annual Cost
0.59%
#3,222 of 6,040 · average
Fund Size
$69M
#3,425 of 6,040 · mid-size
Return (1Y)
+11.5%
Track Record
19 years
#514 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,196+12.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 43.2% of fundmoderately concentrated
ELEVANCE HEALTH, INC.
5.7%
UBER TECHNOLOGIES, INC.
5.2%
ON SEMICONDUCTOR CORPORATION
4.4%
BRISTOL-MYERS SQUIBB COMPANY
4.1%
HONEYWELL INTERNATIONAL INCORPORATION
4.1%
MASCO CORPORATION
4.0%
NXP Semiconductors N.V.
4.0%
DELTA AIR LINES, INC.
4.0%
Airbus SE
3.9%
UNION PACIFIC CORPORATION
3.9%
Asset allocation
Stocks
99.3%
Cash
0.7%
By sector
Healthcare
21.2%
Industrials
19.2%
Communication
15.6%
Consumer Cyclical
11.7%
Technology
10.8%
Financial Services
10.0%
Energy
4.5%
Consumer Defensive
4.0%
Other
3.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.4%Moderate
Year-on-year price swings
Max drawdown
-15.7%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.60Decent risk-adjusted returns
Sortino (3Y)
0.87Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Primarily invests in large capitalization U.S. equity securities, focusing on companies that Cambiar believes offer the best long-term capital appreciation opportunities. The portfolio is constructed using a fundamental, relative value investment approach, targeting quality companies with strong management, consistent margins, and low leverage.
- Inception date
- August 31, 2007
- Fund family
- Cambiar Funds
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Data updated on 2026-09-18