Cambiar Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return1.90-1.493.7918.25-10.82
    Category Average4.62-4.025.8322.86-9.03
    Assets for Each Yr*2.562.764.074.453.76
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -10.82 2.14 3.32

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,763 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.2 11.86 0.98 Average
    International Stock 3.1 88.14 1.05 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-13-18

      Sector YTD Return % % Net Assets  
    AerCap Holdings NV* Industrials -1.37 3.07
    ArcelorMittal SA* Basic Materials -22.85 1.54
    Oracle Corp* Technology 6.32 0.38
    Halliburton Co* Energy -32.86 0.28
    HP Inc* Technology 15.98 0.28
    Medtronic PLC* Healthcare 15.83 0.25
    Alphabet Inc A* Technology -0.52 0.25
    Chevron Corp* Energy -5.18 0.24
    Citigroup Inc* Financial Services -10.87 0.24
    Archer-Daniels Midland Co* Consumer Defensive 22.32 0.23
    Wells Fargo & Co* Financial Services -10.37 0.23
    Twitter Inc* Technology 35.32 0.21
    Qualcomm Inc* Technology -12.57 0.20
    Invitation Homes Inc* RealEstate -6.24 0.19
    Delta Air Lines Inc* Industrials 3.80 0.19
    Principal Financial Group Inc* Financial Services -28.34 0.17
    United Parcel Service Inc Class * Industrials -5.89 0.17
    Rockwell Automation Inc* Industrials -13.12 0.17
    Citizens Financial Group Inc* Financial Services -7.88 0.16
    Capital One Financial Corp* Financial Services -8.11 0.16

    Best 5-Year Relative Performance | More
    11-13-18

    Worst 5-Year Relative Performance | More
    11-13-18

    Lowest Expenses | More
    11-13-18

    Highest Expenses | More
    11-13-18

    Longest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Opportunity Brian M. Barish 15.20
    Cambiar Internationa Anna (Ania) A. Aldri 13.50
    Cambiar Small Cap In Anna (Ania) A. Aldri 12.40
    Cambiar Global Ultra Brian M. Barish 11.20
    Cambiar SMID Investo Anna (Ania) A. Aldri 7.50

    Shortest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Internationa Brian M. Barish 4.00
    Cambiar Global Equit Anna (Ania) A. Aldri 7.00
    Cambiar SMID Investo Anna (Ania) A. Aldri 7.50
    Cambiar Global Ultra Brian M. Barish 11.20
    Cambiar Small Cap In Anna (Ania) A. Aldri 12.40