Cambiar Small Cap Fund Fundamentals
| CAMSX Fund | USD 14.87 0.01 0.07% |
Cambiar Small Cap fundamentals help investors to digest information that contributes to Cambiar Small's financial success or failures. It also enables traders to predict the movement of Cambiar Mutual Fund. The fundamental analysis module provides a way to measure Cambiar Small's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Cambiar Small mutual fund.
Cambiar |
Cambiar Small Cap Mutual Fund Annual Yield Analysis
Cambiar Small's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Cambiar Small Annual Yield | 0.01 % |
Most of Cambiar Small's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Cambiar Small Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
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In accordance with the recently published financial statements, Cambiar Small Cap has an Annual Yield of 0.0059%. This is much higher than that of the Cambiar Funds family and significantly higher than that of the Small Blend category. The annual yield for all United States funds is notably lower than that of the firm.
Cambiar Small Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Cambiar Small's current stock value. Our valuation model uses many indicators to compare Cambiar Small value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Cambiar Small competition to find correlations between indicators driving Cambiar Small's intrinsic value. More Info.Cambiar Small Cap is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.10 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Cambiar Small Cap is roughly 9.98 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Cambiar Small by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Cambiar Small's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Small's earnings, one of the primary drivers of an investment's value.Cambiar Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Cambiar Small's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Cambiar Small could also be used in its relative valuation, which is a method of valuing Cambiar Small by comparing valuation metrics of similar companies.Cambiar Small is currently under evaluation in annual yield among similar funds.
Fund Asset Allocation for Cambiar Small
The fund consists of 94.21% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Cambiar Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Cambiar Fundamentals
| Price To Earning | 17.57 X | ||||
| Price To Book | 1.76 X | ||||
| Price To Sales | 0.69 X | ||||
| Total Asset | 27.4 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 0.63 % | ||||
| One Year Return | 0.21 % | ||||
| Three Year Return | (0.50) % | ||||
| Five Year Return | 6.31 % | ||||
| Ten Year Return | 7.20 % | ||||
| Net Asset | 94.97 M | ||||
| Last Dividend Paid | 0.06 | ||||
| Cash Position Weight | 5.79 % | ||||
| Equity Positions Weight | 94.21 % |
About Cambiar Small Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Cambiar Small Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Cambiar Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Cambiar Small Cap based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in common stocks of small-cap companies. The Adviser constructs the funds portfolio on a security-by-security basis, with the goal of building a portfolio that strikes a balance between the Advisers conviction in an investment and portfolio diversification.
Pair Trading with Cambiar Small
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Cambiar Small position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Cambiar Small will appreciate offsetting losses from the drop in the long position's value.Moving together with Cambiar Mutual Fund
| 1.0 | CAMZX | Cambiar Small Cap | PairCorr |
The ability to find closely correlated positions to Cambiar Small could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Cambiar Small when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Cambiar Small - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Cambiar Small Cap to buy it.
The correlation of Cambiar Small is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Cambiar Small moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Cambiar Small Cap moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Cambiar Small can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Cambiar Small Cap. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.