Cambiar Funds Fund Family Report
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  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return35.951.90-1.493.792.82
    Category Average34.064.77-3.325.316.73
    Assets for Each Yr*2.572.562.764.074.12
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 2.82 1.75 7.61

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,117 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.7 21.88 1.08 Average
    International Stock 3.6 78.12 1.20 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-27-17

      Sector YTD Return % % Net Assets  
    Schlumberger Ltd* Energy -12.64 2.06
    VeriFone Systems Inc* Industrials 4.79 0.47
    Biogen Inc* Healthcare 3.69 0.45
    Synchrony Financial* Financial Services -8.52 0.42
    eBay Inc* Consumer Cyclical 11.35 0.41
    Synaptics Inc* Technology -1.33 0.38
    Qualcomm Inc* Technology -17.58 0.38
    Occidental Petroleum Corp* Energy -12.56 0.37
    Diebold Nixdorf Inc* Technology 14.31 0.37
    CVS Health Corp* Healthcare 6.18 0.36
    MGM Resorts International* Consumer Cyclical 7.94 0.35
    Air Lease Corp Class A* Industrials 10.50 0.34
    Colony Starwood Homes* RealEstate 20.86 0.33
    Sothebys Class A* Consumer Cyclical 20.35 0.33
    Travelport Worldwide Ltd* Consumer Cyclical -3.87 0.33
    XL Group Ltd* Financial Services 15.75 0.32
    Third Point Reinsurance Ltd* Financial Services 4.76 0.31
    Aircastle Ltd* Industrials 15.01 0.31
    BMC Stock Holdings Inc* Basic Materials 20.77 0.31
    HP Inc* Technology 27.38 0.30

    Best 5-Year Relative Performance | More
    04-27-17

    Worst 5-Year Relative Performance | More
    04-27-17

    Lowest Expenses | More
    04-27-17

    Highest Expenses | More
    04-27-17

    Longest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Opportunity Brian M. Barish 13.90
    Cambiar Internationa Anna (Ania) A. Aldri 11.90
    Cambiar Small Cap In Anna (Ania) A. Aldri 11.20
    Cambiar Global Ultra Brian M. Barish 9.70
    Cambiar SMID Investo Anna (Ania) A. Aldri 5.90

    Shortest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Internationa Anna (Ania) A. Aldri 2.40
    Cambiar Global Equit Anna (Ania) A. Aldri 5.40
    Cambiar SMID Investo Anna (Ania) A. Aldri 5.90
    Cambiar Global Ultra Brian M. Barish 9.70
    Cambiar Small Cap In Anna (Ania) A. Aldri 11.20