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CAMGX Cambiar Global Equity Investor

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Fund CAMGX Cambiar Global Equity Investor VT Vanguard Total World Stock ETF URTH iShares MSCI World  
100% 86% 86%
Annual Fees
(1.21% Exp. Ratio)
(0.14% Exp. Ratio)
(0.24% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.49% annual return
$34,515.36 $47,683.67 $46,271.76
Est. savings over 30 yrs +$13,168.31 +$11,756.40
As of 9/30/16
1 YR RETURN 7.41%
3 YR 3.72%
5 YR --
10 YR --
1 YR RETURN 12.42%
3 YR 5.59%
5 YR 11.24%
10 YR --
1 YR RETURN 11.74%
3 YR 6.02%
5 YR --
10 YR --
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of companies located throughout the world. The equity securities in which the fund generally invests are common stocks and American Depositary Receipts ("ADRs"). The adviser typically invests in securities of companies with market capitalizations of $3 billion or greater and expects, under normal market conditions, to invest in at least three different countries and invest at least 40% (or, if conditions are not favorable, invest at least 30%) of its assets in non-U.S. companies.
The investment seeks to track the performance of a benchmark index that measures the investment return of stocks of companies located in developed and emerging markets around the world. The fund employs an indexing investment approach designed to track the performance of the FTSE Global All Cap Index, a float-adjusted, market-capitalization-weighted index designed to measure the market performance of large-, mid-, and small-capitalization stocks of companies located around the world. The index included 7,728 stocks of companies located in 46 countries, including both developed and emerging markets.
The investment seeks to track the investment results of the MSCI World Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index is designed to measure the performance of equity securities in the top 85% of equity market capitalization, as calculated by the index provider, in certain developed market countries.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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