Cambiar Funds Fund Family Report
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  • Performance
    08-31-18

    Total ReturnCategory Average
    Total Return1.90-1.493.7918.25-3.75
    Category Average4.62-4.025.8322.86-1.36
    Assets for Each Yr*2.562.764.074.453.80
    *billions

    Trailing Returns %
    08-31-18

      YTD 3 Year 5 Year    
    Fund Family -3.75 5.22 6.53

    Key Stats
    08-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,802 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 1.7 13.13 0.98 Average
    International Stock 2.8 86.87 1.05 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-21-18

      Sector YTD Return % % Net Assets  
    Schlumberger Ltd* Energy -7.06 1.69
    Oracle Corp* Technology 9.29 0.36
    American Express Co* Financial Services 12.73 0.30
    Qualcomm Inc* Technology 17.95 0.29
    EOG Resources Inc* Energy 11.20 0.26
    Wells Fargo & Co* Financial Services -7.37 0.26
    Citigroup Inc* Financial Services 1.12 0.25
    Johnson & Johnson* Healthcare 4.15 0.24
    Noble Energy Inc* Energy 5.66 0.22
    Rockwell Automation Inc* Industrials 1.42 0.18
    Agilent Technologies Inc* Healthcare 6.04 0.16
    Herman Miller Inc* Industrials -0.11 0.09
    Cambrex Corp* Healthcare 27.50 0.09
    LegacyTexas Financial Group Inc* Financial Services 8.22 0.09
    Umpqua Holdings Corp* Financial Services 7.36 0.09
    American Homes 4 Rent Class A* RealEstate 4.85 0.08
    First Midwest Bancorp Inc* Financial Services 15.29 0.08
    Natus Medical Inc* Healthcare -9.82 0.08
    PNM Resources Inc* Utilities -0.63 0.08
    Imperva Inc* Technology 14.86 0.07

    Best 5-Year Relative Performance | More
    09-21-18

    Worst 5-Year Relative Performance | More
    09-21-18

    Lowest Expenses | More
    09-21-18

    Highest Expenses | More
    09-21-18

    Longest Manager Tenure | More
    09-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Opportunity Brian M. Barish 15.30
    Cambiar Internationa Anna (Ania) A. Aldri 13.30
    Cambiar Small Cap In Anna (Ania) A. Aldri 12.60
    Cambiar Global Ultra Brian M. Barish 11.10
    Cambiar SMID Investo Anna (Ania) A. Aldri 7.30

    Shortest Manager Tenure | More
    09-21-18

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Internationa Brian M. Barish 3.80
    Cambiar Global Equit Anna (Ania) A. Aldri 6.80
    Cambiar SMID Investo Anna (Ania) A. Aldri 7.30
    Cambiar Global Ultra Brian M. Barish 11.10
    Cambiar Small Cap In Anna (Ania) A. Aldri 12.60