Cambiar Funds Fund Family Report
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  • Performance
    05-31-17

    Total ReturnCategory Average
    Total Return35.951.90-1.493.796.32
    Category Average34.054.62-4.025.8311.68
    Assets for Each Yr*2.572.562.764.074.20
    *billions

    Trailing Returns %
    05-31-17

      YTD 3 Year 5 Year    
    Fund Family 6.32 2.59 11.05

    Key Stats
    05-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,196 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.8 19.65 1.08 Average
    International Stock 3.6 80.35 1.20 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-22-17

      Sector YTD Return % % Net Assets  
    Schlumberger Ltd* Energy -20.94 2.18
    eBay Inc* Consumer Cyclical 18.29 0.40
    VeriFone Systems Inc* Industrials -1.64 0.40
    MGM Resorts International* Consumer Cyclical 16.09 0.38
    Biogen Inc* Healthcare 5.10 0.38
    Qualcomm Inc* Technology -11.70 0.36
    CVS Health Corp* Healthcare -0.87 0.36
    Synaptics Inc* Technology 11.14 0.36
    Occidental Petroleum Corp* Energy -13.34 0.35
    Travelport Worldwide Ltd* Consumer Cyclical -4.54 0.35
    Synchrony Financial* Financial Services -18.50 0.33
    Diebold Nixdorf Inc* Technology 6.36 0.33
    Interface Inc* Consumer Cyclical 6.04 0.30
    XL Group Ltd* Financial Services 17.31 0.30
    Oracle Corp* Technology 31.70 0.30
    HP Inc* Technology 21.13 0.29
    Bruker Corp* Healthcare 35.51 0.29
    Noble Energy Inc* Energy -26.54 0.29
    Aircastle Ltd* Industrials 3.84 0.29
    Superior Energy Services Inc* Energy -43.78 0.28

    Best 5-Year Relative Performance | More
    06-22-17

    Worst 5-Year Relative Performance | More
    06-22-17

    Lowest Expenses | More
    06-22-17

    Highest Expenses | More
    06-22-17

    Longest Manager Tenure | More
    06-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Opportunity Brian M. Barish 14.00
    Cambiar Internationa Anna (Ania) A. Aldri 12.10
    Cambiar Small Cap In Anna (Ania) A. Aldri 11.40
    Cambiar Global Ultra Brian M. Barish 9.80
    Cambiar SMID Investo Anna (Ania) A. Aldri 6.10

    Shortest Manager Tenure | More
    06-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Internationa Anna (Ania) A. Aldri 2.60
    Cambiar Global Equit Anna (Ania) A. Aldri 5.60
    Cambiar SMID Investo Anna (Ania) A. Aldri 6.10
    Cambiar Global Ultra Brian M. Barish 9.80
    Cambiar Small Cap In Anna (Ania) A. Aldri 11.40