| 13.31 Net Asset Value | -0.30% 1 Day | +21.11% Year-to-Date | Overall Morningstar Rating |
| Large value Style or Category | No Load Sales Expenses | 1.40% Expense Ratio | High Morningstar Risk Rating™ |
| 1 month | +17.89% | 3 years | +15.07% | |
| 3 months | +14.05% | 5 years | +4.87% | |
| 1 year | +38.79% | Since inception | +5.97% |
| CAMAX | Category | |
|---|---|---|
| Performance 5-yr return | +4.87% | +4.49% |
| Expense ratio | 1.40% | 1.20% |
| Risk 5 year sharpe ratio | 0.31 | 0.29 |
| Net assets | $135.0M | $2.1B |
| Average market cap | $15.7B | $55.9B |
| Average P/E | 12.3 | 14.7 |
| Portfolio turnover | 196% | 196% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Cambiar Funds |
| Fund manager & tenure | Brian Barish / 5 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $500.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Energy | 28.26% |
| Hardware | 22.79% |
| Industrial materials | 21.61% |
| Telecommunication | 8.60% |
| Consumer service | 5.91% |
| SSO ProShares Ultra S&P500 | 10.36% |
| -- Porsche Automobil Holding SE | 9.51% |
| MSFT Microsoft Corporation | 9.29% |
| HAR Harman International Industries, Inc. | 7.24% |
| TGT Target Corp | 6.94% |
| RDSB Royal Dutch Shell PLC ADR Class B | 6.78% |
| -- Bombardier Inc | 6.44% |
| ONNN ON Semiconductor Corporation | 6.05% |
| FLEX Flextronics International, Ltd. | 6.03% |
| DVN Devon Energy Corp | 5.72% |
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