Cambiar Smid Fund Buy Hold or Sell Recommendation
| CAMMX Fund | USD 22.57 0.16 0.71% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Cambiar Smid Fund is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Cambiar Smid Fund given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Cambiar Smid Fund, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Cambiar Smid Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual funds such as Cambiar and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Cambiar Smid Fund. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in population.
Cambiar |
Execute Cambiar Smid Buy or Sell Advice
The Cambiar recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Cambiar Smid Fund. Macroaxis does not own or have any residual interests in Cambiar Smid Fund or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Cambiar Smid's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Analyst Consensus | Not Available | Details |
Cambiar Smid Trading Alerts and Improvement Suggestions
| Cambiar Smid generated a negative expected return over the last 90 days | |
| The fund holds about 7.52% of its assets under management (AUM) in cash |
Cambiar Smid Returns Distribution Density
The distribution of Cambiar Smid's historical returns is an attempt to chart the uncertainty of Cambiar Smid's future price movements. The chart of the probability distribution of Cambiar Smid daily returns describes the distribution of returns around its average expected value. We use Cambiar Smid Fund price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Cambiar Smid returns is essential to provide solid investment advice for Cambiar Smid.
| Mean Return | -0.15 | Value At Risk | -1.26 | Potential Upside | 1.46 | Standard Deviation | 1.15 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Cambiar Smid historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Cambiar Smid Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Cambiar Smid or Cambiar Funds sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Cambiar Smid's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Cambiar fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.15 | |
β | Beta against Dow Jones | 0.62 | |
σ | Overall volatility | 1.17 | |
Ir | Information ratio | -0.12 |
Cambiar Smid Volatility Alert
Cambiar Smid Fund exhibits very low volatility with skewness of -3.33 and kurtosis of 20.7. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Cambiar Smid's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Cambiar Smid's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Cambiar Smid Fundamentals Vs Peers
Comparing Cambiar Smid's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Cambiar Smid's direct or indirect competition across all of the common fundamentals between Cambiar Smid and the related equities. This way, we can detect undervalued stocks with similar characteristics as Cambiar Smid or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Cambiar Smid's fundamental indicators could also be used in its relative valuation, which is a method of valuing Cambiar Smid by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Cambiar Smid to competition |
| Fundamentals | Cambiar Smid | Peer Average |
| Price To Earning | 16.64 X | 6.53 X |
| Price To Book | 1.89 X | 0.74 X |
| Price To Sales | 1.20 X | 0.61 X |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 0.54 % | 0.39 % |
| One Year Return | (2.25) % | 4.15 % |
| Three Year Return | 3.74 % | 3.60 % |
| Five Year Return | 7.75 % | 3.24 % |
| Net Asset | 172.52 M | 4.11 B |
| Minimum Initial Investment | 2.5 K | 976.16 K |
| Last Dividend Paid | 0.13 | 0.65 |
| Cash Position Weight | 7.52 % | 10.61 % |
| Equity Positions Weight | 92.48 % | 63.90 % |
Cambiar Smid Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Cambiar . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 22.57 | |||
| Day Typical Price | 22.57 | |||
| Price Action Indicator | 0.08 | |||
| Period Momentum Indicator | 0.16 | |||
| Relative Strength Index | 41.63 |
About Cambiar Smid Buy or Sell Advice
When is the right time to buy or sell Cambiar Smid Fund? Buying financial instruments such as Cambiar Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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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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