Cambiar Funds Mutual Fund Family Data Pages

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Performance
07-31-18

Total ReturnCategory Average
Total Return 1.9 -1.5 3.8 18.3 -0.9
Category Average 4.6 -4.0 5.8 22.9 0.0
Assets for Each Yr* 2.6 2.8 4.1 4.5 3.9
*billions

Trailing Returns %
07-31-18

  YTD 3 Year 5 Year    
Fund Family -0.90 4.29 6.58

Key Stats
07-31-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
3,931 $2,500 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 1.7 12.74 0.98 Average
International Stock 2.8 87.26 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 6.2
Stocks 93.8
Bonds 0.0
Other 0.0
Annual Turnover % 25
% Assets in Top 10 8.5
 
Sector Breakdown (% of stocks) 
Sensitive 36.6
Communication Services 2.1
Energy 10.0
Industrials 17.3
Technology 7.2
Cyclical 36.8
Basic Materials 5.6
Consumer Cyclical 8.1
Financial Services 22.6
Real Estate 0.5
Defensive 26.6
Consumer Defensives 10.4
Healthcare 12.2
Utilities 4.0

Top 20 US Holdings | Get Price Quotes
YTD Return through 08-17-18

  Sector YTD Return % % Net Assets  
  AerCap Holdings NV Industrials 7.51 2.96
  Philip Morris International Inc* Consumer Defensive -17.41 1.97
  ArcelorMittal SA Basic Materials -10.74 1.48
  Occidental Petroleum Corp* Energy 8.73 0.38
  Halliburton Co* Energy -17.47 0.32
  HP Inc* Technology 18.13 0.28
  Alphabet Inc A* Technology 15.42 0.28
  Qualcomm Inc* Technology 5.05 0.27
  EOG Resources Inc* Energy 6.86 0.27
  Molson Coors Brewing Co B* Consumer Defensive -15.46 0.27
  Wells Fargo & Co* Financial Services -0.99 0.26
  Chevron Corp* Energy -3.22 0.25
  American International Group Inc* Financial Services -10.67 0.25
  Coca-Cola Co* Consumer Defensive 3.27 0.25
  Twitter Inc* Technology 36.32 0.25
  Capital One Financial Corp* Financial Services 0.79 0.25
  Citigroup Inc* Financial Services -4.91 0.24
  Archer-Daniels Midland Co* Consumer Defensive 28.63 0.24
  Invitation Homes Inc RealEstate -0.17 0.20
  Citizens Financial Group Inc Financial Services -1.38 0.18
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Best 5-Year Relative Performance | More
08-17-18

Worst 5-Year Relative Performance | More
08-17-18

Lowest Expenses | More
08-17-18

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
08-17-18

Longest Manager Tenure | More
08-17-18

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 13
Cambiar Global Ultra Focus Investor Brian M. Barish 11
Cambiar SMID Investor Anna (Ania) A. Aldrich 7

Shortest Manager Tenure | More
08-17-18

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 13
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