Cambiar Funds Fund Family Report
|
Performance
08-31-19
Total ReturnCategory
Average
| Total Return | -1.49 | 3.79 | 18.25 | -17.35 | 8.75 |
| Category Average | -4.02 | 5.83 | 22.86 | -13.83 | 9.73 |
| Assets for Each Yr* | 2.76 | 4.07 | 4.45 | 3.07 | 2.81 |
*billions
Trailing Returns %
08-31-19
| YTD | 3 Year | 5 Year | |||
|---|---|---|---|---|---|
| Fund Family | 8.75 | 2.90 | 1.06 | ||
Key Stats
08-31-19
| Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
|---|---|---|---|
| $2,809 mil | $2,500 | 0.00 | 100.00 |
| Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
| Domestic Stock | 2.5 | 12.68 | 0.98 | Average |
| International Stock | 2.4 | 87.32 | 1.08 | Average |
| Municipal Bond | -- | -- | -- | -- |
| Taxable Bond | -- | -- | -- | -- |
*Doesn't include money market assets.
Top 20 US Holdings | Get Price Quotes
09-16-19
| Sector | YTD Return % | % Net Assets | ||
|---|---|---|---|---|
Best 5-Year Relative Performance | More
09-16-19
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| Cambiar SMID Investor | 42 | -- | ||
| Cambiar Opportunity Inv | 50 | -- | ||
| Cambiar International Equity | 61 | -- | ||
| Cambiar Global Equity Invest | 80 | -- | ||
| Cambiar Small Cap Inv | 93 | -- | ||
Worst 5-Year Relative Performance | More
09-16-19
| Fund Name | 5-Yr Rank | Analyst Report | ||
|---|---|---|---|---|
| Cambiar Global Ultra Focus I | 97 | -- | ||
| Cambiar Small Cap Inv | 93 | -- | ||
| Cambiar Global Equity Invest | 80 | -- | ||
| Cambiar International Equity | 61 | -- | ||
| Cambiar Opportunity Inv | 50 | -- | ||
Lowest Expenses | More
09-16-19
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| Cambiar SMID Investor | 0.95 | -- | ||
| Cambiar Opportunity Inv | 1.00 | -- | ||
| Cambiar Global Equity Invest | 1.08 | -- | ||
| Cambiar International Equity | 1.08 | -- | ||
| Cambiar Small Cap Inv | 1.12 | -- | ||
Highest Expenses | More
09-16-19
| Fund Name | Expense Ratio | Analyst Report | ||
|---|---|---|---|---|
| Cambiar International Small | 1.15 | -- | ||
| Cambiar Global Ultra Focus I | 1.13 | -- | ||
| Cambiar Small Cap Inv | 1.12 | -- | ||
| Cambiar Global Equity Invest | 1.08 | -- | ||
| Cambiar International Equity | 1.08 | -- | ||
Longest Manager Tenure | More
09-16-19
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| Cambiar Opportunity | Brian M. Barish | 16.00 | ||
| Cambiar Internationa | Anna (Ania) A. Aldri | 14.30 | ||
| Cambiar Small Cap In | Anna (Ania) A. Aldri | 13.20 | ||
| Cambiar Global Ultra | Brian M. Barish | 12.00 | ||
| Cambiar SMID Investo | Anna (Ania) A. Aldri | 8.30 | ||
Shortest Manager Tenure | More
09-16-19
| Fund Name | Manager Name | Avg Manager Tenure | ||
|---|---|---|---|---|
| Cambiar Internationa | Brian M. Barish | 4.80 | ||
| Cambiar Global Equit | Anna (Ania) A. Aldri | 7.80 | ||
| Cambiar SMID Investo | Anna (Ania) A. Aldri | 8.30 | ||
| Cambiar Global Ultra | Brian M. Barish | 12.00 | ||
| Cambiar Small Cap In | Anna (Ania) A. Aldri | 13.20 | ||