Cambiar Funds Mutual Fund Family Data Pages

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Performance
11-30-17

Total ReturnCategory Average
Total Return 36.0 1.9 -1.5 3.8 16.1
Category Average 34.1 4.6 -4.0 5.8 21.1
Assets for Each Yr* 2.6 2.6 2.8 4.1 4.4
*billions

Trailing Returns %
11-30-17

  YTD 3 Year 5 Year    
Fund Family 16.09 5.77 11.33

Key Stats
11-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
4,421 $2,500 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 2.0 15.30 1.04 Average
International Stock 3.7 84.70 1.12 Average
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 3.9
Stocks 96.0
Bonds 0.0
Other 0.1
Annual Turnover % 56
% Assets in Top 10 5.4
 
Sector Breakdown (% of stocks) 
Sensitive 40.1
Communication Services 3.6
Energy 8.9
Industrials 17.3
Technology 10.2
Cyclical 35.9
Basic Materials 6.3
Consumer Cyclical 4.4
Financial Services 23.0
Real Estate 2.2
Defensive 24.1
Consumer Defensives 9.9
Healthcare 9.9
Utilities 4.3

Top 20 US Holdings | Get Price Quotes
YTD Return through 12-08-17

  Sector YTD Return % % Net Assets  
  Schlumberger Ltd* Energy -21.93 2.55
  eBay Inc* Consumer Cyclical 26.81 0.39
  Occidental Petroleum Corp* Energy 0.98 0.36
  Biogen Inc* Healthcare 21.03 0.35
  Qualcomm Inc* Technology 1.96 0.32
  VeriFone Systems Inc* Industrials 1.80 0.32
  CVS Health Corp* Healthcare -4.84 0.31
  Synaptics Inc* Technology -27.38 0.29
  Super Micro Computer Inc Technology -22.99 0.28
  XL Group Ltd Financial Services 0.72 0.27
  Citigroup Inc* Financial Services 29.01 0.26
  Treehouse Foods Inc Consumer Defensive -35.13 0.26
  HP Inc* Technology 44.66 0.26
  Coca-Cola Co* Consumer Defensive 12.86 0.25
  Diebold Nixdorf Inc Technology -26.64 0.24
  Aircastle Ltd Industrials 18.03 0.24
  Tyson Foods Inc Class A* Consumer Defensive 37.03 0.24
  Noble Energy Inc* Energy -28.17 0.24
  BB&T Corp* Financial Services 8.61 0.24
  Umpqua Holdings Corp Financial Services 15.71 0.24
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Best 5-Year Relative Performance | More
12-08-17

Worst 5-Year Relative Performance | More
12-08-17

Lowest Expenses | More
12-08-17

Highest Expenses | More
12-08-17

Longest Manager Tenure | More
12-08-17

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 10
Cambiar SMID Investor Anna (Ania) A. Aldrich 7

Shortest Manager Tenure | More
12-08-17

Fund Name Manager Name Average Manager Tenure
Cambiar International Small Cap Instl Anna (Ania) A. Aldrich 3
Cambiar Global Equity Investor Anna (Ania) A. Aldrich 6
Cambiar SMID Investor Anna (Ania) A. Aldrich 7
Cambiar Global Ultra Focus Investor Brian M. Barish 10
Cambiar Small Cap Inv Anna (Ania) A. Aldrich 12
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