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Cambiar SMID Fund (CAMMX) Diversifiers

Mutual Fund · Currency in USD · Last updated Jun 23, 2026

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.

Looking to diversify beyond CAMMX? The mutual funds below have the lowest correlation with CAMMX — they tend to move on their own, which can help reduce risk when the rest of your portfolio drops. The stock ideas table highlights individual companies that behave independently from CAMMX.

Best Diversifiers for CAMMX

0 mutual funds have low correlation with CAMMX (below 0.3), 0 of which are negatively correlated. The least correlated is Gotham Enhanced Return Fund (GENIX) (Mid Cap Blend Equities) with a 1Y correlation of 0.62, down from 0.75 over 5 years.

SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
GENIX
Gotham Enhanced Return Fund0.620.660.75
74
Mid Cap Blend EquitiesCAMMX vs GENIX
TARKX
Tarkio Fund0.640.720.80
68
Mid Cap Blend EquitiesCAMMX vs TARKX
DDDIX
13D Activist Fund0.670.770.84
68
Mid Cap Blend EquitiesCAMMX vs DDDIX
QCGDX
Quantified Common Ground Fund0.690.740.77
53
Mid Cap Blend EquitiesCAMMX vs QCGDX
HDPMX
Hodges Fund0.690.680.77
78
Mid Cap Blend EquitiesCAMMX vs HDPMX
See all 19 diversifiers for CAMMX

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Diversification Analysis

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