Cambiar Funds Mutual Fund Family Data Pages

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Performance
10-31-18

Total ReturnCategory Average
Total Return 1.9 -1.5 3.8 18.3 -10.8
Category Average 4.6 -4.0 5.8 22.9 -9.0
Assets for Each Yr* 2.6 2.8 4.1 4.5 3.8
*billions

Trailing Returns %
10-31-18

  YTD 3 Year 5 Year    
Fund Family -10.82 2.14 3.32

Key Stats
10-31-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
3,763 $2,500 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 2.2 11.86 0.98 Average
International Stock 3.1 88.14 1.05 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 4.9
Stocks 95.1
Bonds 0.0
Other 0.0
Annual Turnover % 25
% Assets in Top 10 3.8
 
Sector Breakdown (% of stocks) 
Sensitive 36.8
Communication Services 1.9
Energy 8.1
Industrials 20.5
Technology 6.3
Cyclical 39.7
Basic Materials 7.6
Consumer Cyclical 7.0
Financial Services 24.5
Real Estate 0.6
Defensive 23.5
Consumer Defensives 10.3
Healthcare 9.4
Utilities 3.8

Top 20 US Holdings | Get Price Quotes
YTD Return through 11-14-18

  Sector YTD Return % % Net Assets  
  ArcelorMittal SA Basic Materials -22.85 1.54
  Oracle Corp* Technology 4.91 0.38
  HP Inc* Technology 14.94 0.28
  Alphabet Inc A* Technology 0.11 0.25
  Medtronic PLC* Healthcare 15.88 0.25
  Citigroup Inc* Financial Services -12.59 0.24
  Archer-Daniels Midland Co* Consumer Defensive 18.77 0.23
  Wells Fargo & Co* Financial Services -11.34 0.23
  Molson Coors Brewing Co B* Consumer Defensive -19.61 0.22
  Twitter Inc* Technology 37.07 0.21
  Delta Air Lines Inc* Industrials 3.11 0.19
  Invitation Homes Inc RealEstate -7.47 0.19
  Rockwell Automation Inc* Industrials -13.04 0.17
  Principal Financial Group Inc Financial Services -29.31 0.17
  Tyson Foods Inc Class A* Consumer Defensive -26.41 0.16
  Agilent Technologies Inc* Healthcare -4.78 0.16
  SL Green Realty Corp* RealEstate -3.81 0.15
  BB&T Corp* Financial Services 4.75 0.14
  Adient PLC* Consumer Cyclical -67.92 0.11
  AXA Equitable Holdings Inc Financial Services 0.10
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Best 5-Year Relative Performance | More
11-14-18

Worst 5-Year Relative Performance | More
11-14-18

Lowest Expenses | More
11-14-18

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
11-14-18

Longest Manager Tenure | More
11-14-18

Fund Name Manager Name Average Manager Tenure
Cambiar Opportunity Inv Brian M. Barish 15
Cambiar International Equity Inv Anna (Ania) A. Aldrich 14
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 8

Shortest Manager Tenure | More
11-14-18

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 8
Cambiar Global Ultra Focus Investor Brian M. Barish 11
Cambiar Small Cap Inv Anna (Ania) A. Aldrich 12
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