Cambiar Funds Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return35.951.90-1.493.791.52
    Category Average34.064.77-3.325.314.34
    Assets for Each Yr*2.572.562.764.074.08
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 1.52 1.67 7.32

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,083 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.7 22.86 1.08 Average
    International Stock 3.5 77.14 1.20 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-29-17

      Sector YTD Return % % Net Assets  
    Schlumberger Ltd* Energy -5.69 2.13
    eBay Inc* Consumer Cyclical 13.34 0.50
    Biogen Inc* Healthcare 0.85 0.46
    Synchrony Financial* Financial Services -6.51 0.44
    Diebold Nixdorf Inc* Technology 20.68 0.42
    Occidental Petroleum Corp* Energy -9.39 0.41
    VeriFone Systems Inc* Industrials 9.25 0.41
    MGM Resorts International* Consumer Cyclical -4.96 0.40
    Synaptics Inc* Technology -8.51 0.40
    CEB Inc* Industrials 30.63 0.37
    Qualcomm Inc* Technology -11.21 0.37
    CVS Health Corp* Healthcare 0.44 0.37
    Travelport Worldwide Ltd* Consumer Cyclical -15.50 0.37
    Noble Energy Inc* Energy -8.43 0.33
    XL Group Ltd* Financial Services 8.62 0.32
    Colony Starwood Homes* RealEstate 18.47 0.32
    Oracle Corp* Technology 16.18 0.32
    McKesson Corp* Healthcare 7.96 0.32
    HP Inc* Technology 17.20 0.32
    Air Lease Corp Class A* Industrials 12.19 0.31

    Best 5-Year Relative Performance | More
    03-29-17

    Worst 5-Year Relative Performance | More
    03-29-17

    Lowest Expenses | More
    03-29-17

    Highest Expenses | More
    03-29-17

    Longest Manager Tenure | More
    03-29-17

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Opportunity Brian M. Barish 13.80
    Cambiar Internationa Anna (Ania) A. Aldri 11.80
    Cambiar Small Cap In Anna (Ania) A. Aldri 11.10
    Cambiar Global Ultra Brian M. Barish 9.60
    Cambiar SMID Investo Anna (Ania) A. Aldri 5.80

    Shortest Manager Tenure | More
    03-29-17

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Internationa Anna (Ania) A. Aldri 2.40
    Cambiar Global Equit Anna (Ania) A. Aldri 5.30
    Cambiar SMID Investo Anna (Ania) A. Aldri 5.80
    Cambiar Global Ultra Brian M. Barish 9.60
    Cambiar Small Cap In Anna (Ania) A. Aldri 11.10