Cambiar Funds Fund Family Report
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  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return1.90-1.493.7918.25--
    Category Average4.62-4.025.8322.862.71
    Assets for Each Yr*2.562.764.074.454.45
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 18.25 6.53 10.87

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,453 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 14.27 0.98 Average
    International Stock 3.7 85.73 1.05 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

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

      Sector YTD Return % % Net Assets  
    Schlumberger Ltd* Energy 13.33 2.31
    ArcelorMittal SA* Basic Materials 11.63 1.92
    Qualcomm Inc* Technology 6.29 0.31
    EOG Resources Inc* Energy 6.02 0.27
    Tyson Foods Inc Class A* Consumer Defensive -2.70 0.27
    Citigroup Inc* Financial Services 4.00 0.26
    United Parcel Service Inc Class * Industrials 12.12 0.26
    HP Inc* Technology 10.85 0.26
    Occidental Petroleum Corp* Energy 2.35 0.26
    Oracle Corp* Technology 6.64 0.25
    Wells Fargo & Co* Financial Services 5.41 0.25
    Alphabet Inc A* Technology 7.84 0.25
    eBay Inc* Consumer Cyclical 2.65 0.25
    Coca-Cola Co* Consumer Defensive 2.18 0.25
    BB&T Corp* Financial Services 8.89 0.23
    American Express Co* Financial Services 0.91 0.20
    Bristol-Myers Squibb Company* Healthcare 1.55 0.20
    American Water Works Co Inc* Utilities -9.92 0.19
    Twitter Inc* Technology 0.12 0.18
    Capital One Financial Corp* Financial Services 3.85 0.18

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

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

    Lowest Expenses | More
    01-18-18

    Highest Expenses | More
    01-18-18

    Longest Manager Tenure | More
    01-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Opportunity Brian M. Barish 14.60
    Cambiar Internationa Anna (Ania) A. Aldri 12.70
    Cambiar Small Cap In Anna (Ania) A. Aldri 11.90
    Cambiar Global Ultra Brian M. Barish 10.40
    Cambiar SMID Investo Anna (Ania) A. Aldri 6.60

    Shortest Manager Tenure | More
    01-18-18

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Internationa Anna (Ania) A. Aldri 3.20
    Cambiar Global Equit Anna (Ania) A. Aldri 6.10
    Cambiar SMID Investo Anna (Ania) A. Aldri 6.60
    Cambiar Global Ultra Brian M. Barish 10.40
    Cambiar Small Cap In Anna (Ania) A. Aldri 11.90