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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 65% of its net assets in equity securities of U.S. and non-U.S. companies within any market capitalization range. The equity securities in which the fund will invest may include convertible securities. It may also sell securities short as part of its investment strategy. The fund is non-diversified.


1 month-9.86% 3 years+18.54%
3 months-12.35% 5 years+13.69%
1 year-7.82% Since inception+10.24%
Data through --

Peer Comparisonvs. World stock

Performance 5-yr return+13.69%+12.29%
Expense ratio1.39%1.36%
Risk 5 year sharpe ratio0.720.77
Net assets$152.7M$1.2B
Average market cap$20.1B$37.4B
Average P/E21.018.6
Portfolio turnover163%163%

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Fund Management and Purchase Info

Fund familyCambiar Funds
Fund manager & tenureBrian Barish / 7 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00


U.S. stock60.08%
International stock32.45%
Fixed income5.43%
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
QCOM Qualcomm8.24%
QQQ PowerShares QQQ7.04%
APC Anadarko Petroleum Corp6.16%
GOOGL Google6.04%
SYNA Synaptics Inc5.71%
ABBV AbbVie5.30%
-- 5.21%
-- 5.03%
QSII Quality Systems Inc4.36%
-- 4.28%

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