Cambiar Funds Fund Family Report
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  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return1.90-1.493.7918.251.06
    Category Average4.62-4.025.8322.860.14
    Assets for Each Yr*2.562.764.074.454.71
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family 1.06 4.95 8.91

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,709 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 11.17 0.98 Average
    International Stock 4.0 88.83 1.05 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-23-18

      Sector YTD Return % % Net Assets  
    Schlumberger Ltd* Energy 9.73 2.30
    Philip Morris International Inc* Consumer Defensive -21.66 1.91
    ArcelorMittal SA* Basic Materials 7.67 1.54
    Twitter Inc* Technology 39.19 0.33
    eBay Inc* Consumer Cyclical 0.79 0.31
    Occidental Petroleum Corp* Energy 16.89 0.31
    Symantec Corp* Technology -23.75 0.28
    Biogen Inc* Healthcare -10.93 0.27
    Medtronic PLC* Healthcare 6.15 0.22
    HP Inc* Technology 4.90 0.22
    Archer-Daniels Midland Co* Consumer Defensive 13.45 0.22
    EOG Resources Inc* Energy 14.29 0.22
    Capital One Financial Corp* Financial Services -3.12 0.21
    Noble Energy Inc* Energy 27.18 0.21
    Halliburton Co* Energy 8.66 0.21
    BB&T Corp* Financial Services 12.67 0.20
    Alphabet Inc A* Technology 3.09 0.20
    Qualcomm Inc* Technology -7.23 0.20
    Oracle Corp* Technology 0.00 0.20
    Johnson & Johnson* Healthcare -11.04 0.20

    Best 5-Year Relative Performance | More
    05-23-18

    Worst 5-Year Relative Performance | More
    05-23-18

    Lowest Expenses | More
    05-23-18

    Highest Expenses | More
    05-23-18

    Longest Manager Tenure | More
    05-23-18

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Opportunity Brian M. Barish 14.90
    Cambiar Internationa Anna (Ania) A. Aldri 13.00
    Cambiar Small Cap In Anna (Ania) A. Aldri 12.30
    Cambiar Global Ultra Brian M. Barish 10.70
    Cambiar SMID Investo Anna (Ania) A. Aldri 7.00

    Shortest Manager Tenure | More
    05-23-18

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Internationa Brian M. Barish 3.50
    Cambiar Global Equit Anna (Ania) A. Aldri 6.50
    Cambiar SMID Investo Anna (Ania) A. Aldri 7.00
    Cambiar Global Ultra Brian M. Barish 10.70
    Cambiar Small Cap In Anna (Ania) A. Aldri 12.30