Cambiar Funds Mutual Fund Family Data Pages

Search By

Performance
01-31-18

Total ReturnCategory Average
Total Return 1.9 -1.5 3.8 18.3 4.8
Category Average 4.6 -4.0 5.8 22.9 4.8
Assets for Each Yr* 2.6 2.8 4.1 4.5 4.8
*billions

Trailing Returns %
01-31-18

  YTD 3 Year 5 Year    
Fund Family 4.79 9.64 10.37

Key Stats
01-31-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
4,771 $2,500 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 1.8 12.48 0.98 Average
International Stock 3.4 87.52 1.05 Below Avg
Municipal Bond --- --- --- ---
Taxable Bond --- --- --- ---
*Doesn't include money market assets.

Premium Features

  Gold, Silver, and Bronze-Rated Funds
  Negative-Rated Funds
  Cost Analyzer
More Premium Features
Not a Premium Member?

Portfolio Analysis

Morningstar Style Box
1 0 0
0 1 0
0 1 0
Asset Allocation %
Cash 2.7
Stocks 97.2
Bonds 0.0
Other 0.1
Annual Turnover % 56
% Assets in Top 10 6.9
 
Sector Breakdown (% of stocks) 
Sensitive 36.4
Communication Services 4.3
Energy 8.9
Industrials 14.8
Technology 8.4
Cyclical 38.6
Basic Materials 6.9
Consumer Cyclical 7.0
Financial Services 22.8
Real Estate 2.0
Defensive 24.9
Consumer Defensives 10.9
Healthcare 10.1
Utilities 3.9

Top 20 US Holdings | Get Price Quotes
YTD Return through 02-16-18

  Sector YTD Return % % Net Assets  
  Schlumberger Ltd* Energy -0.91 2.51
  ArcelorMittal SA Basic Materials 9.97 1.96
  eBay Inc* Consumer Cyclical 14.84 0.37
  Occidental Petroleum Corp* Energy -7.47 0.36
  Symantec Corp* Technology -1.55 0.33
  Qualcomm Inc* Technology 1.30 0.31
  Biogen Inc* Healthcare -8.38 0.29
  Twitter Inc* Technology 37.69 0.29
  Capital One Financial Corp* Financial Services 0.35 0.27
  EOG Resources Inc* Energy -0.09 0.25
  XL Group Ltd Financial Services 24.57 0.25
  Tyson Foods Inc Class A* Consumer Defensive -6.24 0.24
  Wells Fargo & Co* Financial Services -0.54 0.24
  HP Inc* Technology 1.86 0.23
  Medtronic PLC* Healthcare 3.17 0.23
  Alphabet Inc A* Technology 4.00 0.23
  Oracle Corp* Technology 7.66 0.23
  Citigroup Inc* Financial Services 3.67 0.23
  Penske Automotive Group Inc* Consumer Cyclical 1.30 0.23
  United Parcel Service Inc Class B* Industrials -9.94 0.23
Show Data Definitions  |  Feedback  |  Order Reprints | Ticker Lookup

Best 5-Year Relative Performance | More
02-16-18

Worst 5-Year Relative Performance | More
02-16-18

Lowest Expenses | More
02-16-18

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
02-16-18

Longest Manager Tenure | More
02-16-18

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
02-16-18

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 11
Cambiar Small Cap Inv Anna (Ania) A. Aldrich 12
Sponsor Center
Content Partners