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Upturn AI Summary
Cambiar Aggressive Value ETF(CAMX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CAMX
10/08/2026: CAMX (1-star) is currently NOT-A-BUY. Pass it for now.
CAMX provides exposure to a concentrated portfolio of quality companies identified through active fundamental research, aiming to capture capital appreciation via undervalued equities. Its primary strength lies in the expertise of its management team, who selectively target businesses with solid financials, distinguishing it from passive broad-market value ETFs. It serves as a tactical or satellite component for investors seeking an active approach to value, though investors should be mindful of the risks associated with higher concentration and active management costs. The fund is best suited for long-term investors who align with the quality-value philosophy and are prepared to monitor manager performance over multi-year cycles.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While it focuses on quality, it is a value-oriented fund and may lag behind pure growth strategies in bull markets. |
| Momentum investor | Weak fit | The fund's fundamental, long-term focus often conflicts with the short-term price trends sought by momentum investors. |
| Value investor | Strong fit | The fund's primary mandate is to identify high-quality companies at attractive valuations, making it a natural fit for value-oriented portfolios. |
| Dividend/Income investor | Mixed fit | While many value stocks pay dividends, the primary goal is capital appreciation rather than yield maximization. |
| Low-risk investor | Weak fit | As an active equity fund with concentrated positions, it carries higher risk than diversified index-tracking or bond-heavy portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is one who believes in the value of active, research-based stock selection over passive indexing and has a long-term time horizon to withstand period-specific underperformance.
Suitability
It is best suited for long-term investors looking to complement a core passive portfolio with an active quality-value tilt.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The concentrated nature of the portfolio can lead to higher price swings than diversified broad market indices. |
| Market risk | High | The fund is fully invested in equities and is subject to systemic market downturns. |
| Concentration | Medium / high | Holding a fewer number of high-conviction stocks increases the impact of individual company performance on the total fund. |
| Tracking/expense | Medium | Active management costs are higher than passive alternatives and the fund may deviate significantly from standard benchmarks. |
| Liquidity | Medium | Lower trading volumes may lead to higher execution costs during periods of market stress. |
| Business/sector quality | Medium | The fund relies on the manager's ability to correctly assess the quality of businesses, which is subjective and carries human error risk. |
Risk Analysis
Volatility
CAMX exhibits moderate-to-high historical volatility consistent with a concentrated active equity portfolio.
Market Risk
The fund is subject to systematic equity market risks and sector-specific downturns that impact the value investing style.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | US Large-Cap Equities | 85 | The majority of the fund is invested in large-cap companies that the managers believe offer attractive value. |
| Equity | US Mid-Cap Equities | 10 | Mid-cap holdings provide potential for higher growth and are selected for their fundamental strength. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small liquidity buffer is held to manage fund inflows, outflows, and tactical trading needs. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 9.61% | Avg. Invested days 66 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/08/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 8, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $64.01M |
| Issuer | Cambiar Funds |
| Expense Ratio | 0.59% |
| Distribution Yield | 1.44% |
| Inception | Aug 31, 2007 |
Performance
| Period | Total Return |
|---|---|
| YTD | +6.42% |
| 1 Year | +8.66% |
| 3 Year | +12.27% |
| 5 Year | +6.97% |
| 10 Year | +7.80% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 16.27% |
| 3Y Volatility | 13.78% |
| 3Y Sharpe Ratio | 0.56 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 48.89% |
| Large Cap | 27.44% |
| Small Cap | 12.66% |
| Mega Cap | 7.35% |
Top Sectors
| Sector | Weight |
|---|---|
| Healthcare | 22.26% |
| Industrials | 20.45% |
| Communication Services | 14.19% |
| Consumer Cyclicals | 12.01% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 13.62x |
| Portfolio P/B | 2.43x |
| Portfolio P/S | 1.13x |
| Holdings Turnover | 70.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Uber Technologies | 4.96% |
| Elevance Health | 4.92% |
| CME Group | 4.35% |
| Bristol-Myers Squibb | 4.27% |
| Nutanix | 4.18% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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