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 |
YTD | 3 Year | 5 Year | |||
---|---|---|---|---|---|
Fund Family | 8.75 | 2.90 | 1.06 | ||
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 | -- | -- | -- | -- |
Sector | YTD Return % | % Net Assets | ||
---|---|---|---|---|
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 | -- |
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 | -- |
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 | -- |
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 | -- |
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 |
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 |