Cambiar Funds Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return35.951.90-1.493.7914.01
    Category Average34.054.62-4.025.8317.97
    Assets for Each Yr*2.572.562.764.074.40
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 14.01 5.90 10.86

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,404 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 16.52 1.04 Average
    International Stock 3.6 83.48 1.12 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-20-17

      Sector YTD Return % % Net Assets  
    Schlumberger Ltd* Energy -22.99 2.55
    eBay Inc* Consumer Cyclical 26.68 0.39
    Synchrony Financial* Financial Services -7.78 0.37
    Occidental Petroleum Corp* Energy -4.87 0.36
    Biogen Inc* Healthcare 25.38 0.35
    Qualcomm Inc* Technology -17.65 0.32
    VeriFone Systems Inc* Industrials 13.14 0.32
    CVS Health Corp* Healthcare -1.17 0.31
    Travelport Worldwide Ltd* Consumer Cyclical 15.43 0.30
    Synaptics Inc* Technology -31.47 0.29
    Super Micro Computer Inc* Technology -20.14 0.28
    XL Group Ltd* Financial Services 15.86 0.27
    Citigroup Inc* Financial Services 24.80 0.26
    Treehouse Foods Inc* Consumer Defensive -6.39 0.26
    HP Inc* Technology 51.07 0.26
    Coca-Cola Co* Consumer Defensive 14.54 0.25
    Diebold Nixdorf Inc* Technology -14.12 0.24
    Aircastle Ltd* Industrials 16.74 0.24
    Tyson Foods Inc Class A* Consumer Defensive 17.08 0.24
    Noble Energy Inc* Energy -26.27 0.24

    Best 5-Year Relative Performance | More
    10-20-17

    Worst 5-Year Relative Performance | More
    10-20-17

    Lowest Expenses | More
    10-20-17

    Highest Expenses | More
    10-20-17

    Longest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Opportunity Brian M. Barish 14.30
    Cambiar Internationa Anna (Ania) A. Aldri 12.40
    Cambiar Small Cap In Anna (Ania) A. Aldri 11.70
    Cambiar Global Ultra Brian M. Barish 10.10
    Cambiar SMID Investo Anna (Ania) A. Aldri 6.40

    Shortest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Internationa Anna (Ania) A. Aldri 2.90
    Cambiar Global Equit Anna (Ania) A. Aldri 5.90
    Cambiar SMID Investo Anna (Ania) A. Aldri 6.40
    Cambiar Global Ultra Brian M. Barish 10.10
    Cambiar Small Cap In Anna (Ania) A. Aldri 11.70