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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 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+0.86% 3 years+23.86%
3 months+12.96% 5 years+11.04%
1 year+7.65% Since inception+9.64%
Data through --

Peer Comparisonvs. World stock

Performance 5-yr return+11.04%+7.37%
Expense ratio1.38%1.37%
Risk 5 year sharpe ratio0.600.64
Net assets$147.7M$1.2B
Average market cap$19.3B$42.2B
Average P/E18.718.5
Portfolio turnover163%163%

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Fund Management and Purchase Info

Fund familyCambiar Funds
Fund manager & tenureBrian Barish / 8 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00


U.S. stock69.47%
International stock25.61%
Fixed income5.53%
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
EMC EMC Corp6.79%
QCOM Qualcomm6.79%
SYNA Synaptics Inc5.79%
BIIB Biogen5.13%
PAY VeriFone Systems Inc5.07%
-- 4.80%
ABBV AbbVie4.78%
-- 4.67%
COF Capital One Financial4.59%
AZN AstraZeneca4.47%