Cambiar Funds Fund Family Report
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  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return-1.493.7918.25-17.3511.52
    Category Average-4.025.8322.86-13.8312.26
    Assets for Each Yr*2.764.074.453.072.95
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 11.52 4.16 2.14

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,953 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.3 12.87 0.98 Average
    International Stock 2.5 87.13 1.08 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-23-19

      Sector YTD Return % % Net Assets  
    HP Inc* Technology -11.39 0.32
    Alphabet Inc A* Technology 10.39 0.32
    Applied Materials Inc* Technology 39.71 0.26
    Medtronic PLC* Healthcare 17.73 0.24
    American International Group Inc* Financial Services 34.81 0.24
    The Home Depot Inc* Consumer Cyclical 28.15 0.23
    Molson Coors Brewing Co B* Consumer Defensive -9.38 0.20
    Delta Air Lines Inc* Industrials 14.83 0.17
    Tyson Foods Inc Class A* Consumer Defensive 69.81 0.16
    CDK Global Inc* Technology -10.38 0.09
    Axis Capital Holdings Ltd* Financial Services 26.12 0.09
    Advanced Energy Industries Inc* Technology 11.37 0.07
    Delek US Holdings Inc* Energy -2.68 0.07
    HMS Holdings Corp* Industrials 30.11 0.07
    Aircastle Ltd* Industrials 25.81 0.07
    Phibro Animal Health Corp Class * Healthcare -3.30 0.07
    Viasat Inc* Technology 29.31 0.06
    PGT Innovations Inc* Basic Materials -11.42 0.06
    Hilltop Holdings Inc* Financial Services 29.50 0.06
    Forward Air Corp* Industrials 6.95 0.06

    Best 5-Year Relative Performance | More
    08-23-19

    Worst 5-Year Relative Performance | More
    08-23-19

    Lowest Expenses | More
    08-23-19

    Highest Expenses | More
    08-23-19

    Longest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Opportunity Brian M. Barish 16.00
    Cambiar Internationa Anna (Ania) A. Aldri 14.20
    Cambiar Small Cap In Anna (Ania) A. Aldri 13.10
    Cambiar Global Ultra Brian M. Barish 12.00
    Cambiar SMID Investo Anna (Ania) A. Aldri 8.20

    Shortest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Internationa Brian M. Barish 4.80
    Cambiar Global Equit Anna (Ania) A. Aldri 7.70
    Cambiar SMID Investo Anna (Ania) A. Aldri 8.20
    Cambiar Global Ultra Brian M. Barish 12.00
    Cambiar Small Cap In Anna (Ania) A. Aldri 13.10