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-0.55% 3 years+17.51%
3 months-2.25% 5 years+17.12%
1 year+28.18% Since inception+11.35%
Data through --

Peer Comparisonvs. World stock

Performance 5-yr return+17.12%+14.83%
Expense ratio1.39%1.42%
Risk 5 year sharpe ratio0.840.86
Net assets$264.9M$1.4B
Average market cap$20.7B$39.8B
Average P/E12.617.3
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 stock48.74%
U.S. stock45.24%
Fixed income2.39%
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
MGM MGM Resorts International7.48%
APC Anadarko Petroleum Corp7.19%
EMC EMC Corp6.76%
MTU Mitsubishi UFJ Financial Group Inc ADR6.13%
VOD Vodafone Group PLC ADR5.43%
TIVO Tivo Inc5.31%
GOOGL Google Inc Class A4.90%
-- British Sky Broadcasting Group PLC4.57%
PBF PBF Energy Inc Class A4.43%
F Ford Motor Co3.93%

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