Cambiar Funds Mutual Fund Family Data Pages

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Performance
04-30-18

Total ReturnCategory Average
Total Return 1.9 -1.5 3.8 18.3 1.1
Category Average 4.6 -4.0 5.8 22.9 0.1
Assets for Each Yr* 2.6 2.8 4.1 4.5 4.7
*billions

Trailing Returns %
04-30-18

  YTD 3 Year 5 Year    
Fund Family 1.06 4.95 8.91

Key Stats
04-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
4,709 $2,500 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 2.0 11.17 0.98 Average
International Stock 4.0 88.83 1.05 Below Avg
Municipal Bond --- --- --- ---
Taxable Bond --- --- --- ---
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
1 0 0
0 1 0
0 1 0
Asset Allocation %
Cash 5.7
Stocks 94.3
Bonds 0.0
Other 0.0
Annual Turnover % 26
% Assets in Top 10 7.6
 
Sector Breakdown (% of stocks) 
Sensitive 35.6
Communication Services 3.3
Energy 9.0
Industrials 14.9
Technology 8.5
Cyclical 37.1
Basic Materials 6.0
Consumer Cyclical 6.4
Financial Services 22.6
Real Estate 2.1
Defensive 27.3
Consumer Defensives 12.9
Healthcare 10.5
Utilities 4.0

Top 20 US Holdings | Get Price Quotes
YTD Return through 05-17-18

  Sector YTD Return % % Net Assets  
  Schlumberger Ltd* Energy 11.19 2.30
  Philip Morris International Inc* Consumer Defensive -22.28 1.91
  ArcelorMittal SA Basic Materials 8.74 1.54
  Twitter Inc* Technology 35.69 0.33
  eBay Inc* Consumer Cyclical 1.75 0.31
  Occidental Petroleum Corp* Energy 18.02 0.31
  Symantec Corp* Technology -20.19 0.28
  Archer-Daniels Midland Co* Consumer Defensive 13.72 0.22
  EOG Resources Inc* Energy 17.23 0.22
  Medtronic PLC* Healthcare 5.97 0.22
  HP Inc* Technology 6.80 0.22
  Halliburton Co* Energy 11.62 0.21
  Capital One Financial Corp* Financial Services -2.05 0.21
  Noble Energy Inc* Energy 25.12 0.21
  Johnson & Johnson* Healthcare -10.76 0.20
  American International Group Inc* Financial Services -7.50 0.20
  Coca-Cola Co* Consumer Defensive -6.95 0.20
  Qualcomm Inc* Technology -10.15 0.20
  BB&T Corp* Financial Services 12.99 0.20
  Alphabet Inc A* Technology 2.64 0.20
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Best 5-Year Relative Performance | More
05-17-18

Worst 5-Year Relative Performance | More
05-17-18

Lowest Expenses | More
05-17-18

Fund Name Expense Ratio Analyst Report
Cambiar Global Equity Investor 0.95 ---
Cambiar SMID Investor 0.95 ---
Cambiar Opportunity Inv 1.00 ---
Cambiar International Equity Inv 1.08 ---
Cambiar Small Cap Inv 1.10 ---

Highest Expenses | More
05-17-18

Longest Manager Tenure | More
05-17-18

Fund Name Manager Name Average Manager Tenure
Cambiar Opportunity Inv Brian M. Barish 15
Cambiar International Equity Inv Anna (Ania) A. Aldrich 13
Cambiar Small Cap Inv Anna (Ania) A. Aldrich 12
Cambiar Global Ultra Focus Investor Brian M. Barish 11
Cambiar SMID Investor Anna (Ania) A. Aldrich 7

Shortest Manager Tenure | More
05-17-18

Fund Name Manager Name Average Manager Tenure
Cambiar International Small Cap Instl Brian M. Barish 4
Cambiar Global Equity Investor Anna (Ania) A. Aldrich 7
Cambiar SMID Investor Anna (Ania) A. Aldrich 7
Cambiar Global Ultra Focus Investor Brian M. Barish 11
Cambiar Small Cap Inv Anna (Ania) A. Aldrich 12
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