Cambiar Funds Fund Family Report
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  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-1.493.7918.25-17.3510.11
    Category Average-4.025.8322.86-13.839.86
    Assets for Each Yr*2.764.074.453.073.33
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 10.11 6.47 2.19

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $3,330 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.1 11.75 0.98 Average
    International Stock 3.1 88.25 1.08 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-20-19

      Sector YTD Return % % Net Assets  
    Alphabet Inc A* Technology 17.37 0.32
    American Express Co* Financial Services 16.62 0.31
    Oracle Corp* Technology 17.01 0.30
    Wells Fargo & Co* Financial Services 10.35 0.28
    Citigroup Inc* Financial Services 24.38 0.25
    Verizon Communications Inc* Communication Services 3.65 0.24
    Chevron Corp* Energy 15.71 0.23
    Molson Coors Brewing Co B* Consumer Defensive 7.16 0.23
    Citizens Financial Group Inc* Financial Services 16.31 0.21
    American International Group Inc* Financial Services 9.82 0.20
    BorgWarner Inc* Consumer Cyclical 7.69 0.20
    Agilent Technologies Inc* Healthcare 19.95 0.19
    Invitation Homes Inc* RealEstate 16.68 0.17
    Tyson Foods Inc Class A* Consumer Defensive 22.20 0.17
    American Water Works Co Inc* Utilities 15.84 0.16
    Ingersoll-Rand PLC* Industrials 15.58 0.16
    United Parcel Service Inc Class * Industrials 11.64 0.15
    BB&T Corp* Financial Services 11.78 0.14
    Cigna Corp* Healthcare -11.59 0.14
    Penske Automotive Group Inc* Consumer Cyclical 6.65 0.13

    Best 5-Year Relative Performance | More
    03-20-19

    Worst 5-Year Relative Performance | More
    03-20-19

    Lowest Expenses | More
    03-20-19

    Highest Expenses | More
    03-20-19

    Longest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Opportunity Brian M. Barish 15.50
    Cambiar Internationa Anna (Ania) A. Aldri 13.80
    Cambiar Small Cap In Anna (Ania) A. Aldri 12.70
    Cambiar Global Ultra Brian M. Barish 11.60
    Cambiar SMID Investo Anna (Ania) A. Aldri 7.80

    Shortest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Internationa Brian M. Barish 4.30
    Cambiar Global Equit Anna (Ania) A. Aldri 7.30
    Cambiar SMID Investo Anna (Ania) A. Aldri 7.80
    Cambiar Global Ultra Brian M. Barish 11.60
    Cambiar Small Cap In Anna (Ania) A. Aldri 12.70