Cambiar Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return1.90-1.493.7918.25-2.82
    Category Average4.62-4.025.8322.86-2.37
    Assets for Each Yr*2.562.764.074.453.81
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family -2.82 3.41 7.28

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,805 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.6 13.38 0.98 Average
    International Stock 3.5 86.62 1.05 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-20-18

      Sector YTD Return % % Net Assets  
    Schlumberger Ltd* Energy -0.45 2.20
    Philip Morris International Inc* Consumer Defensive -18.11 1.70
    ArcelorMittal SA* Basic Materials -4.45 1.62
    Occidental Petroleum Corp* Energy 14.88 0.32
    eBay Inc* Consumer Cyclical -9.38 0.29
    Medtronic PLC* Healthcare 10.19 0.23
    Noble Energy Inc* Energy 19.73 0.23
    Qualcomm Inc* Technology -6.59 0.23
    HP Inc* Technology 10.51 0.22
    Capital One Financial Corp* Financial Services -1.56 0.21
    Wells Fargo & Co* Financial Services -5.74 0.21
    Citigroup Inc* Financial Services -6.11 0.20
    Coca-Cola Co* Consumer Defensive 0.39 0.20
    Molson Coors Brewing Co B* Consumer Defensive -22.42 0.20
    Johnson & Johnson* Healthcare -8.68 0.19
    Delta Air Lines Inc* Industrials -6.07 0.17
    Penske Automotive Group Inc* Consumer Cyclical 3.64 0.17
    Citizens Financial Group Inc* Financial Services -3.19 0.16
    Invitation Homes Inc* RealEstate 0.72 0.16
    American Water Works Co Inc* Utilities -3.36 0.15

    Best 5-Year Relative Performance | More
    07-20-18

    Worst 5-Year Relative Performance | More
    07-20-18

    Lowest Expenses | More
    07-20-18

    Highest Expenses | More
    07-20-18

    Longest Manager Tenure | More
    07-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Opportunity Brian M. Barish 15.10
    Cambiar Internationa Anna (Ania) A. Aldri 13.20
    Cambiar Small Cap In Anna (Ania) A. Aldri 12.40
    Cambiar Global Ultra Brian M. Barish 10.90
    Cambiar SMID Investo Anna (Ania) A. Aldri 7.10

    Shortest Manager Tenure | More
    07-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Internationa Brian M. Barish 3.70
    Cambiar Global Equit Anna (Ania) A. Aldri 6.60
    Cambiar SMID Investo Anna (Ania) A. Aldri 7.10
    Cambiar Global Ultra Brian M. Barish 10.90
    Cambiar Small Cap In Anna (Ania) A. Aldri 12.40