Cambiar Funds Fund Family Report
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  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-1.493.7918.25-17.35--
    Category Average-4.025.8322.86-13.834.78
    Assets for Each Yr*2.764.074.453.073.07
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -17.35 0.48 0.36

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,074 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 12.23 0.98 Average
    International Stock 2.4 87.77 1.08 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    AerCap Holdings NV* Industrials 17.78 3.10
    Philip Morris International Inc* Consumer Defensive 10.53 1.85
    American Express Co* Financial Services 5.82 0.37
    Schlumberger Ltd* Energy 23.97 0.37
    Wells Fargo & Co* Financial Services 8.53 0.34
    HP Inc* Technology 6.30 0.27
    Molson Coors Brewing Co B* Consumer Defensive 13.28 0.26
    Johnson & Johnson* Healthcare 1.27 0.25
    Twitter Inc* Technology 15.76 0.25
    Citigroup Inc* Financial Services 21.24 0.24
    Anadarko Petroleum Corp* Energy 11.02 0.24
    Archer-Daniels Midland Co* Consumer Defensive 8.03 0.23
    Delta Air Lines Inc* Industrials -3.59 0.22
    Qualcomm Inc* Technology -2.88 0.21
    United Parcel Service Inc Class * Industrials 4.17 0.19
    BorgWarner Inc* Consumer Cyclical 16.93 0.18
    Tyson Foods Inc Class A* Consumer Defensive 14.16 0.18
    Ingersoll-Rand PLC* Industrials 5.35 0.17
    Citizens Financial Group Inc* Financial Services 19.17 0.17
    American Water Works Co Inc* Utilities 2.03 0.16

    Best 5-Year Relative Performance | More
    01-18-19

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Opportunity Brian M. Barish 15.40
    Cambiar Internationa Anna (Ania) A. Aldri 13.70
    Cambiar Small Cap In Anna (Ania) A. Aldri 12.60
    Cambiar Global Ultra Brian M. Barish 11.40
    Cambiar SMID Investo Anna (Ania) A. Aldri 7.60

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Internationa Brian M. Barish 4.20
    Cambiar Global Equit Anna (Ania) A. Aldri 7.10
    Cambiar SMID Investo Anna (Ania) A. Aldri 7.60
    Cambiar Global Ultra Brian M. Barish 11.40
    Cambiar Small Cap In Anna (Ania) A. Aldri 12.60