Cambiar Funds Fund Family Report
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  • Performance
    07-31-17

    Total ReturnCategory Average
    Total Return35.951.90-1.493.7911.91
    Category Average34.054.62-4.025.8315.14
    Assets for Each Yr*2.572.562.764.074.38
    *billions

    Trailing Returns %
    07-31-17

      YTD 3 Year 5 Year    
    Fund Family 11.91 4.50 11.42

    Key Stats
    07-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,383 mil $2,500 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.0 17.96 1.04 Average
    International Stock 3.6 82.04 1.12 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-22-17

      Sector YTD Return % % Net Assets  
    Schlumberger Ltd* Energy -23.35 2.51
    eBay Inc* Consumer Cyclical 17.24 0.41
    Synchrony Financial* Financial Services -15.22 0.39
    Occidental Petroleum Corp* Energy -14.81 0.37
    Biogen Inc* Healthcare 7.26 0.37
    Qualcomm Inc* Technology -18.02 0.35
    VeriFone Systems Inc* Industrials 8.74 0.35
    CVS Health Corp* Healthcare 0.44 0.34
    Synaptics Inc* Technology -24.80 0.32
    Travelport Worldwide Ltd* Consumer Cyclical 3.12 0.31
    Diebold Nixdorf Inc* Technology -27.04 0.30
    Citigroup Inc* Financial Services 13.56 0.29
    XL Group Ltd* Financial Services 19.27 0.29
    Super Micro Computer Inc* Technology -4.99 0.27
    HP Inc* Technology 29.96 0.26
    Alphabet Inc A* Technology 18.67 0.26
    Wells Fargo & Co* Financial Services -3.16 0.26
    United Parcel Service Inc Class * Industrials 2.14 0.26
    Coca-Cola Co* Consumer Defensive 11.77 0.26
    Tyson Foods Inc Class A* Consumer Defensive 6.03 0.26

    Best 5-Year Relative Performance | More
    08-22-17

    Worst 5-Year Relative Performance | More
    08-22-17

    Lowest Expenses | More
    08-22-17

    Highest Expenses | More
    08-22-17

    Longest Manager Tenure | More
    08-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Opportunity Brian M. Barish 14.20
    Cambiar Internationa Anna (Ania) A. Aldri 12.20
    Cambiar Small Cap In Anna (Ania) A. Aldri 11.50
    Cambiar Global Ultra Brian M. Barish 10.00
    Cambiar SMID Investo Anna (Ania) A. Aldri 6.20

    Shortest Manager Tenure | More
    08-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Cambiar Internationa Anna (Ania) A. Aldri 2.80
    Cambiar Global Equit Anna (Ania) A. Aldri 5.70
    Cambiar SMID Investo Anna (Ania) A. Aldri 6.20
    Cambiar Global Ultra Brian M. Barish 10.00
    Cambiar Small Cap In Anna (Ania) A. Aldri 11.50