Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Cambiar Unconstrained Equity Fund Investor Class (CAMAX)

Net Asset Value
1 Day
Overall Morningstar Rating
World stock
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in equity securities, including both long and short positions, and derivative instruments with economic characteristics similar to equity securities. It may invest in derivatives, including options and total return swaps relating to securities or indices, primarily to seek to hedge against the risk of unfavorable price movements in the underlying instruments, to increase long exposure to underlying instruments, to provide short exposure, to manage cash flows or currency exposure, or for other purposes. The fund is non-diversified.


1 month-0.19% 3 years+4.35%
3 months+10.43% 5 years+11.15%
1 year+13.96% Since inception+8.47%
Data through --

Peer Comparisonvs. World stock

Performance 5-yr return+11.15%+9.24%
Expense ratio1.40%1.32%
Risk 5 year sharpe ratio0.740.80
Net assets$120.2M$1.2B
Average market cap$14.8B$49.7B
Average P/E16.919.6
Portfolio turnover115%115%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyCambiar Funds
Fund manager & tenureBrian Barish / 9 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00


U.S. stock67.41%
International stock30.33%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Energy 28.26%
Hardware 22.79%
Industrial materials 21.61%
Telecommunication 8.60%
Consumer service 5.91%
Top 10 Holdings
Portfolio weighting
AER AerCap Holdings NV7.00%
-- 5.75%
SYNA Synaptics Inc5.35%
BHI Baker Hughes Inc5.26%
TGT Target5.05%
SYF Synchrony Financial4.80%
RDSA Royal Dutch Shell4.59%
EBAY eBay4.54%
PAY Verifone Systems Inc4.48%
-- 4.27%