Cambiar Funds Fund Family Report
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  • Performance
    10-31-17

    Total ReturnCategory Average
    Total Return35.951.90-1.493.7915.29
    Category Average34.054.62-4.025.8319.80
    Assets for Each Yr*2.572.562.764.074.39
    *billions

    Trailing Returns %
    10-31-17

      YTD 3 Year 5 Year    
    Fund Family 15.29 5.90 11.53

    Key Stats
    10-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,385 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 15.51 1.04 Average
    International Stock 3.7 84.49 1.12 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-17-17

      Sector YTD Return % % Net Assets  
    Schlumberger Ltd* Energy -24.41 2.55
    eBay Inc* Consumer Cyclical 19.84 0.39
    Synchrony Financial* Financial Services -5.10 0.37
    Occidental Petroleum Corp* Energy -0.76 0.36
    Biogen Inc* Healthcare 16.87 0.35
    Qualcomm Inc* Technology 4.89 0.32
    VeriFone Systems Inc* Industrials -2.43 0.32
    CVS Health Corp* Healthcare -7.90 0.31
    Travelport Worldwide Ltd* Consumer Cyclical -3.37 0.30
    Synaptics Inc* Technology -28.69 0.29
    Super Micro Computer Inc* Technology -27.09 0.28
    XL Group Ltd* Financial Services 5.45 0.27
    Citigroup Inc* Financial Services 21.64 0.26
    Treehouse Foods Inc* Consumer Defensive -39.52 0.26
    HP Inc* Technology 49.25 0.26
    Coca-Cola Co* Consumer Defensive 12.93 0.25
    Diebold Nixdorf Inc* Technology -25.65 0.24
    Aircastle Ltd* Industrials 16.02 0.24
    Tyson Foods Inc Class A* Consumer Defensive 27.50 0.24
    Noble Energy Inc* Energy -30.74 0.24

    Best 5-Year Relative Performance | More
    11-17-17

    Worst 5-Year Relative Performance | More
    11-17-17

    Lowest Expenses | More
    11-17-17

    Highest Expenses | More
    11-17-17

    Longest Manager Tenure | More
    11-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Opportunity Brian M. Barish 14.40
    Cambiar Internationa Anna (Ania) A. Aldri 12.50
    Cambiar Small Cap In Anna (Ania) A. Aldri 11.80
    Cambiar Global Ultra Brian M. Barish 10.20
    Cambiar SMID Investo Anna (Ania) A. Aldri 6.50

    Shortest Manager Tenure | More
    11-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Internationa Anna (Ania) A. Aldri 3.00
    Cambiar Global Equit Anna (Ania) A. Aldri 6.00
    Cambiar SMID Investo Anna (Ania) A. Aldri 6.50
    Cambiar Global Ultra Brian M. Barish 10.20
    Cambiar Small Cap In Anna (Ania) A. Aldri 11.80