Cambiar Funds Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-1.493.7918.25-17.358.75
    Category Average-4.025.8322.86-13.839.73
    Assets for Each Yr*2.764.074.453.072.81
    *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

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    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