Cambiar Funds Mutual Fund Family Data Pages

Search By

Performance
09-30-17

Total ReturnCategory Average
Total Return 36.0 1.9 -1.5 3.8 14.0
Category Average 34.1 4.6 -4.0 5.8 18.0
Assets for Each Yr* 2.6 2.6 2.8 4.1 4.4
*billions

Trailing Returns %
09-30-17

  YTD 3 Year 5 Year    
Fund Family 14.01 5.90 10.86

Key Stats
09-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
4,404 $2,500 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 2.0 16.52 1.04 Average
International Stock 3.6 83.48 1.12 Average
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 4.5
Stocks 95.5
Bonds 0.0
Other 0.0
Annual Turnover % 56
% Assets in Top 10 5.6
 
Sector Breakdown (% of stocks) 
Sensitive 42.1
Communication Services 5.7
Energy 9.1
Industrials 15.2
Technology 12.2
Cyclical 35.6
Basic Materials 6.4
Consumer Cyclical 5.3
Financial Services 21.9
Real Estate 1.9
Defensive 22.3
Consumer Defensives 7.8
Healthcare 10.5
Utilities 4.0

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-19-17

  Sector YTD Return % % Net Assets  
  Schlumberger Ltd* Energy -21.38 2.55
  eBay Inc* Consumer Cyclical 25.60 0.39
  Synchrony Financial* Financial Services -11.44 0.37
  Occidental Petroleum Corp* Energy -5.76 0.36
  Biogen Inc* Healthcare 26.91 0.35
  Qualcomm Inc* Technology -17.24 0.32
  VeriFone Systems Inc* Industrials 12.80 0.32
  CVS Health Corp* Healthcare -3.52 0.31
  Travelport Worldwide Ltd* Consumer Cyclical 13.01 0.30
  Synaptics Inc* Technology -31.19 0.29
  Super Micro Computer Inc Technology -22.28 0.28
  XL Group Ltd Financial Services 15.73 0.27
  Citigroup Inc* Financial Services 23.71 0.26
  Treehouse Foods Inc Consumer Defensive -6.01 0.26
  HP Inc* Technology 50.66 0.26
  Coca-Cola Co* Consumer Defensive 15.05 0.25
  Diebold Nixdorf Inc Technology -11.13 0.24
  Aircastle Ltd Industrials 14.58 0.24
  Tyson Foods Inc Class A* Consumer Defensive 16.87 0.24
  Noble Energy Inc* Energy -27.30 0.24
Show Data Definitions  |  Feedback  |  Order Reprints | Ticker Lookup

Best 5-Year Relative Performance | More
10-19-17

Worst 5-Year Relative Performance | More
10-19-17

Lowest Expenses | More
10-19-17

Highest Expenses | More
10-19-17

Longest Manager Tenure | More
10-19-17

Fund Name Manager Name Average Manager Tenure
Cambiar Opportunity Inv Brian M. Barish 14
Cambiar International Equity Inv Anna (Ania) A. Aldrich 12
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 6

Shortest Manager Tenure | More
10-19-17

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 6
Cambiar Global Ultra Focus Investor Brian M. Barish 10
Cambiar Small Cap Inv Anna (Ania) A. Aldrich 12
Sponsor Center
Content Partners