Cambiar Funds Fund Family Report
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  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return-1.493.7918.25-17.3511.52
    Category Average-4.025.8322.86-13.8312.26
    Assets for Each Yr*2.764.074.453.072.95
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 11.52 4.16 2.14

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,953 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.3 12.87 0.98 Average
    International Stock 2.5 87.13 1.08 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-13-19

      Sector YTD Return % % Net Assets  
    HP Inc* Technology -2.93 0.32
    Chevron Corp* Energy 14.69 0.31
    Booking Holdings Inc* Consumer Cyclical 12.82 0.31
    Verizon Communications Inc* Communication Services 3.48 0.26
    American International Group Inc* Financial Services 44.02 0.24
    Charles Schwab Corp* Financial Services -8.04 0.23
    The Home Depot Inc* Consumer Cyclical 22.83 0.23
    Molson Coors Brewing Co B* Consumer Defensive -6.52 0.20
    Cummins Inc* Industrials 14.75 0.16
    Tyson Foods Inc Class A* Consumer Defensive 65.86 0.16
    United Parcel Service Inc Class * Industrials 20.73 0.16
    AXA Equitable Holdings Inc* Financial Services 26.46 0.11
    Yelp Inc Class A* Technology -1.06 0.11
    Bruker Corp* Healthcare 38.70 0.10
    Westlake Chemical Corp* Basic Materials -4.37 0.10
    CDK Global Inc* Technology -0.31 0.09
    Aircastle Ltd* Industrials 23.26 0.07
    Delek US Holdings Inc* Energy 3.14 0.07
    Camping World Holdings Inc Class* Consumer Cyclical -24.09 0.06

    Best 5-Year Relative Performance | More
    08-13-19

    Worst 5-Year Relative Performance | More
    08-13-19

    Lowest Expenses | More
    08-13-19

    Highest Expenses | More
    08-13-19

    Longest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Opportunity Brian M. Barish 15.90
    Cambiar Internationa Anna (Ania) A. Aldri 14.20
    Cambiar Small Cap In Anna (Ania) A. Aldri 13.10
    Cambiar Global Ultra Brian M. Barish 12.00
    Cambiar SMID Investo Anna (Ania) A. Aldri 8.20

    Shortest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Internationa Brian M. Barish 4.70
    Cambiar Global Equit Anna (Ania) A. Aldri 7.70
    Cambiar SMID Investo Anna (Ania) A. Aldri 8.20
    Cambiar Global Ultra Brian M. Barish 12.00
    Cambiar Small Cap In Anna (Ania) A. Aldri 13.10