Cambiar Funds Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    06-30-17

    Total ReturnCategory Average
    Total Return35.951.90-1.493.796.78
    Category Average34.054.62-4.025.8312.18
    Assets for Each Yr*2.572.562.764.074.18
    *billions

    Trailing Returns %
    06-30-17

      YTD 3 Year 5 Year    
    Fund Family 6.78 1.72 10.62

    Key Stats
    06-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,179 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 18.75 1.04 Average
    International Stock 3.6 81.25 1.12 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-25-17

      Sector YTD Return % % Net Assets  
    Schlumberger Ltd* Energy -18.99 2.65
    eBay Inc* Consumer Cyclical 22.33 0.41
    VeriFone Systems Inc* Industrials 12.58 0.38
    MGM Resorts International* Consumer Cyclical 19.63 0.38
    Qualcomm Inc* Technology -16.61 0.37
    Occidental Petroleum Corp* Energy -12.21 0.37
    Synaptics Inc* Technology 0.77 0.37
    Synchrony Financial* Financial Services -14.12 0.35
    Biogen Inc* Healthcare 5.94 0.35
    Travelport Worldwide Ltd* Consumer Cyclical 3.12 0.34
    CVS Health Corp* Healthcare 1.90 0.33
    XL Group Ltd* Financial Services 25.60 0.31
    Diebold Nixdorf Inc* Technology -7.75 0.30
    Oracle Corp* Technology 34.46 0.30
    Alphabet Inc A* Technology 22.28 0.29
    HP Inc* Technology 32.58 0.28
    Coca-Cola Co* Consumer Defensive 10.90 0.28
    Citigroup Inc* Financial Services 15.01 0.27
    PNM Resources Inc* Utilities 14.39 0.27
    Super Micro Computer Inc* Technology -5.70 0.27

    Best 5-Year Relative Performance | More
    07-25-17

    Worst 5-Year Relative Performance | More
    07-25-17

    Lowest Expenses | More
    07-25-17

    Highest Expenses | More
    07-25-17

    Longest Manager Tenure | More
    07-25-17

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Opportunity Brian M. Barish 14.10
    Cambiar Internationa Anna (Ania) A. Aldri 12.20
    Cambiar Small Cap In Anna (Ania) A. Aldri 11.50
    Cambiar Global Ultra Brian M. Barish 9.90
    Cambiar SMID Investo Anna (Ania) A. Aldri 6.20

    Shortest Manager Tenure | More
    07-25-17

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Internationa Anna (Ania) A. Aldri 2.70
    Cambiar Global Equit Anna (Ania) A. Aldri 5.70
    Cambiar SMID Investo Anna (Ania) A. Aldri 6.20
    Cambiar Global Ultra Brian M. Barish 9.90
    Cambiar Small Cap In Anna (Ania) A. Aldri 11.50