Cambiar Funds Fund Family Report
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  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return35.951.90-1.493.794.00
    Category Average34.064.77-3.325.319.20
    Assets for Each Yr*2.572.562.764.074.14
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 4.00 2.46 8.36

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,135 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.7 21.07 1.08 Average
    International Stock 3.2 78.93 1.20 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-26-17

      Sector YTD Return % % Net Assets  
    Schlumberger Ltd* Energy -15.91 2.06
    VeriFone Systems Inc* Industrials 1.52 0.47
    Biogen Inc* Healthcare -5.40 0.45
    Synchrony Financial* Financial Services -23.82 0.42
    eBay Inc* Consumer Cyclical 17.55 0.41
    Synaptics Inc* Technology 3.00 0.38
    Qualcomm Inc* Technology -10.09 0.38
    Occidental Petroleum Corp* Energy -13.29 0.37
    Diebold Nixdorf Inc* Technology 7.36 0.37
    CVS Health Corp* Healthcare -1.61 0.36
    MGM Resorts International* Consumer Cyclical 10.75 0.35
    Air Lease Corp Class A* Industrials 9.48 0.34
    Colony Starwood Homes* RealEstate 20.51 0.33
    Sothebys Class A* Consumer Cyclical 33.04 0.33
    Travelport Worldwide Ltd* Consumer Cyclical -6.28 0.33
    XL Group Ltd* Financial Services 16.80 0.32
    Third Point Reinsurance Ltd* Financial Services 9.96 0.31
    Aircastle Ltd* Industrials 9.83 0.31
    BMC Stock Holdings Inc* Basic Materials 2.56 0.31
    HP Inc* Technology 25.36 0.30

    Best 5-Year Relative Performance | More
    05-26-17

    Worst 5-Year Relative Performance | More
    05-26-17

    Lowest Expenses | More
    05-26-17

    Highest Expenses | More
    05-26-17

    Longest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Opportunity Brian M. Barish 13.90
    Cambiar Internationa Anna (Ania) A. Aldri 12.00
    Cambiar Small Cap In Anna (Ania) A. Aldri 11.30
    Cambiar Global Ultra Brian M. Barish 9.70
    Cambiar SMID Investo Anna (Ania) A. Aldri 6.00

    Shortest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Internationa Anna (Ania) A. Aldri 2.50
    Cambiar Global Equit Anna (Ania) A. Aldri 5.50
    Cambiar SMID Investo Anna (Ania) A. Aldri 6.00
    Cambiar Global Ultra Brian M. Barish 9.70
    Cambiar Small Cap In Anna (Ania) A. Aldri 11.30