Cambiar Funds Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return-1.493.7918.25-17.355.95
    Category Average-4.025.8322.86-13.837.50
    Assets for Each Yr*2.764.074.453.073.03
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 5.95 2.70 1.01

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,025 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.1 11.77 0.98 Average
    International Stock 2.5 88.23 1.08 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-13-19

      Sector YTD Return % % Net Assets  
    Alphabet Inc A* Technology 4.41 0.33
    HP Inc* Technology -0.73 0.30
    Citizens Financial Group Inc* Financial Services 19.48 0.30
    Citigroup Inc* Financial Services 30.58 0.26
    DowDuPont Inc* Basic Materials -9.22 0.24
    Raytheon Co* Industrials 16.12 0.23
    The Home Depot Inc* Consumer Cyclical 19.35 0.17
    Tyson Foods Inc Class A* Consumer Defensive 55.96 0.16
    Ingersoll-Rand PLC* Industrials 37.47 0.15
    Biogen Inc* Healthcare -23.15 0.14
    Axis Capital Holdings Ltd* Financial Services 17.89 0.09
    American Homes 4 Rent Class A* RealEstate 25.44 0.07
    Phibro Animal Health Corp Class * Healthcare -8.52 0.07
    Carter's Inc* Consumer Cyclical 18.49 0.06
    Camping World Holdings Inc Class* Consumer Cyclical 9.56 0.06
    Alamo Group Inc* Industrials 28.30 0.06
    Aircastle Ltd* Industrials 23.84 0.06
    Delek US Holdings Inc* Energy 10.43 0.06
    HMS Holdings Corp* Industrials 8.60 0.06
    Forward Air Corp* Industrials 9.48 0.06

    Best 5-Year Relative Performance | More
    06-13-19

    Worst 5-Year Relative Performance | More
    06-13-19

    Lowest Expenses | More
    06-13-19

    Highest Expenses | More
    06-13-19

    Longest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Opportunity Brian M. Barish 15.80
    Cambiar Internationa Anna (Ania) A. Aldri 14.10
    Cambiar Small Cap In Anna (Ania) A. Aldri 13.00
    Cambiar Global Ultra Brian M. Barish 11.80
    Cambiar SMID Investo Anna (Ania) A. Aldri 8.00

    Shortest Manager Tenure | More
    06-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Internationa Brian M. Barish 4.60
    Cambiar Global Equit Anna (Ania) A. Aldri 7.50
    Cambiar SMID Investo Anna (Ania) A. Aldri 8.00
    Cambiar Global Ultra Brian M. Barish 11.80
    Cambiar Small Cap In Anna (Ania) A. Aldri 13.00