Cambiar Funds Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return1.90-1.493.7918.25--
    Category Average4.62-4.025.8322.862.71
    Assets for Each Yr*2.562.764.074.454.45
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 18.25 6.53 10.87

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,453 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 14.27 1.04 Average
    International Stock 3.7 85.73 1.12 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-12-18

      Sector YTD Return % % Net Assets  
    Schlumberger Ltd* Energy 15.70 2.57
    eBay Inc* Consumer Cyclical 0.74 0.39
    Synchrony Financial* Financial Services 1.97 0.37
    Occidental Petroleum Corp* Energy 3.90 0.36
    Biogen Inc* Healthcare 5.46 0.36
    Qualcomm Inc* Technology 2.12 0.32
    CVS Health Corp* Healthcare 8.66 0.32
    VeriFone Systems Inc* Industrials 3.61 0.31
    Travelport Worldwide Ltd* Consumer Cyclical 4.82 0.31
    Super Micro Computer Inc* Technology 2.75 0.28
    Synaptics Inc* Technology 24.59 0.27
    Citigroup Inc* Financial Services 3.27 0.27
    HP Inc* Technology 9.09 0.26
    Tyson Foods Inc Class A* Consumer Defensive -1.44 0.25
    Coca-Cola Co* Consumer Defensive 0.59 0.25
    XL Group Ltd* Financial Services 0.94 0.25
    Noble Energy Inc* Energy 10.60 0.24
    Diebold Nixdorf Inc* Technology 12.23 0.24
    BB&T Corp* Financial Services 6.88 0.24
    Wells Fargo & Co* Financial Services 3.10 0.24

    Best 5-Year Relative Performance | More
    01-12-18

    Worst 5-Year Relative Performance | More
    01-12-18

    Lowest Expenses | More
    01-12-18

    Highest Expenses | More
    01-12-18

    Longest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Opportunity Brian M. Barish 14.60
    Cambiar Internationa Anna (Ania) A. Aldri 12.60
    Cambiar Small Cap In Anna (Ania) A. Aldri 11.90
    Cambiar Global Ultra Brian M. Barish 10.40
    Cambiar SMID Investo Anna (Ania) A. Aldri 6.60

    Shortest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Internationa Anna (Ania) A. Aldri 3.20
    Cambiar Global Equit Anna (Ania) A. Aldri 6.10
    Cambiar SMID Investo Anna (Ania) A. Aldri 6.60
    Cambiar Global Ultra Brian M. Barish 10.40
    Cambiar Small Cap In Anna (Ania) A. Aldri 11.90