Cambiar Aggressive Value 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-0.30% 3 years+15.27%
3 months+0.19% 5 years+14.22%
1 year+6.53% Since inception+9.25%
Data through --

Peer Comparisonvs. World stock

Performance 5-yr return+14.22%+9.54%
Expense ratio1.39%1.40%
Risk 5 year sharpe ratio0.620.69
Net assets$145.6M$1.3B
Average market cap$18.6B$41.2B
Average P/E17.517.8
Portfolio turnover167%167%

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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


International stock46.70%
U.S. stock45.14%
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
QQQ PowerShares QQQ ETF10.55%
MGM MGM Resorts International10.44%
QCOM Qualcomm Inc8.71%
GOOGL Google Inc Class A6.56%
SSO ProShares Ultra S&P5006.19%
VOD Vodafone Group PLC ADR6.11%
TIVO Tivo Inc5.82%
MS Morgan Stanley5.60%
-- William Hill PLC5.53%
CFG Citizens Financial Group Inc5.39%

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