Cambiar Funds Fund Family Report
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  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return1.90-1.493.7918.25-1.07
    Category Average4.62-4.025.8322.86-0.97
    Assets for Each Yr*2.562.764.074.454.58
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family -1.07 4.63 8.33

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,578 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 11.55 0.98 Average
    International Stock 3.9 88.45 1.05 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-25-18

      Sector YTD Return % % Net Assets  
    Schlumberger Ltd* Energy 3.28 2.40
    Philip Morris International Inc* Consumer Defensive -21.55 1.98
    ArcelorMittal SA* Basic Materials 4.29 1.65
    Twitter Inc* Technology 23.91 0.36
    eBay Inc* Consumer Cyclical 8.56 0.32
    Occidental Petroleum Corp* Energy 6.07 0.30
    Qualcomm Inc* Technology -21.40 0.29
    Symantec Corp* Technology 1.76 0.29
    Biogen Inc* Healthcare -15.42 0.27
    XL Group Ltd* Financial Services 58.19 0.26
    HP Inc* Technology 2.09 0.24
    Oracle Corp* Technology -2.43 0.23
    EOG Resources Inc* Energy 7.27 0.22
    Capital One Financial Corp* Financial Services -6.45 0.22
    Noble Energy Inc* Energy 16.54 0.21
    Archer-Daniels Midland Co* Consumer Defensive 15.21 0.21
    American International Group Inc* Financial Services -6.48 0.21
    Citigroup Inc* Financial Services -6.36 0.21
    Medtronic PLC* Healthcare -1.03 0.21
    BB&T Corp* Financial Services 8.94 0.21

    Best 5-Year Relative Performance | More
    04-25-18

    Worst 5-Year Relative Performance | More
    04-25-18

    Lowest Expenses | More
    04-25-18

    Highest Expenses | More
    04-25-18

    Longest Manager Tenure | More
    04-25-18

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Opportunity Brian M. Barish 14.90
    Cambiar Internationa Anna (Ania) A. Aldri 12.90
    Cambiar Small Cap In Anna (Ania) A. Aldri 12.20
    Cambiar Global Ultra Brian M. Barish 10.70
    Cambiar SMID Investo Anna (Ania) A. Aldri 6.90

    Shortest Manager Tenure | More
    04-25-18

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Internationa Brian M. Barish 3.40
    Cambiar Global Equit Anna (Ania) A. Aldri 6.40
    Cambiar SMID Investo Anna (Ania) A. Aldri 6.90
    Cambiar Global Ultra Brian M. Barish 10.70
    Cambiar Small Cap In Anna (Ania) A. Aldri 12.20