Cambiar Funds Fund Family Report
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  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-1.493.7918.25-17.3510.11
    Category Average-4.025.8322.86-13.839.86
    Assets for Each Yr*2.764.074.453.073.33
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 10.11 6.47 2.19

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,330 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.1 11.75 0.98 Average
    International Stock 3.1 88.25 1.08 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-19-19

      Sector YTD Return % % Net Assets  
    ArcelorMittal SA* Basic Materials -0.10 1.49
    Alphabet Inc A* Technology 15.07 0.32
    American Express Co* Financial Services 18.61 0.31
    Oracle Corp* Technology 20.11 0.30
    Wells Fargo & Co* Financial Services 12.54 0.28
    Citigroup Inc* Financial Services 26.93 0.25
    Verizon Communications Inc* Communication Services 3.35 0.24
    Molson Coors Brewing Co B* Consumer Defensive 8.92 0.23
    DowDuPont Inc* Basic Materials 3.70 0.22
    Johnson & Johnson* Healthcare 7.97 0.22
    Citizens Financial Group Inc* Financial Services 21.29 0.21
    BorgWarner Inc* Consumer Cyclical 10.33 0.20
    American International Group Inc* Financial Services 12.10 0.20
    Anadarko Petroleum Corp* Energy 2.10 0.19
    Cummins Inc* Industrials 20.66 0.18
    Delta Air Lines Inc* Industrials 2.83 0.17
    Tyson Foods Inc Class A* Consumer Defensive 23.87 0.17
    Ingersoll-Rand PLC* Industrials 17.35 0.16
    Archer-Daniels Midland Co* Consumer Defensive 5.83 0.15
    United Parcel Service Inc Class * Industrials 14.13 0.15

    Best 5-Year Relative Performance | More
    03-19-19

    Worst 5-Year Relative Performance | More
    03-19-19

    Lowest Expenses | More
    03-19-19

    Highest Expenses | More
    03-19-19

    Longest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Opportunity Brian M. Barish 15.50
    Cambiar Internationa Anna (Ania) A. Aldri 13.80
    Cambiar Small Cap In Anna (Ania) A. Aldri 12.70
    Cambiar Global Ultra Brian M. Barish 11.60
    Cambiar SMID Investo Anna (Ania) A. Aldri 7.80

    Shortest Manager Tenure | More
    03-19-19

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Internationa Brian M. Barish 4.30
    Cambiar Global Equit Anna (Ania) A. Aldri 7.30
    Cambiar SMID Investo Anna (Ania) A. Aldri 7.80
    Cambiar Global Ultra Brian M. Barish 11.60
    Cambiar Small Cap In Anna (Ania) A. Aldri 12.70