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Cambiar Aggressive Value Investor (CAMAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.02+0.03 (+0.13%)
As of 08:01PM EDT. Market open.

Cambiar Aggressive Value Investor

Kansas City, MO 64121-9009

P. O. Box 219009

Advisors' Inner Circle (Cambiar)

Management information
Brian M. Barish,Lead manager since 30 August 2007
Brian Barish is the President and CIO at Cambiar Investors and is responsible for the oversight of all investment functions at the firm. Prior to joining Cambiar in 1997, Mr. Barish served as Director of Emerging Markets Research for Lazard Freres & Co., a New York-based investment bank. Mr. Barish also worked as a securities analyst with Bear, Stearns & Co. and Arnhold & S. Bleichroeder, a New York-based research firm. Mr. Barish received a BA in Economics and Philosophy from the University of California, Berkeley, and holds the Chartered Financial Analyst designation.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryWorld Large-Stock Blend
Fund familyCambiar Funds
Net assets46.52M
YTD return8.84%
Yield0.62%
Morningstar rating★
Inception date30 Aug 2007

Fund operations

Last dividend0.15
Last cap gain-32.00
Holdings turnover103.00%
Average for categoryN/A

Fees and expenses

ExpenseCAMAXCategory average
Annual report expense ratio (net)1.00%0.95%
Prospectus net expense ratio1.00%N/A
Prospectus gross expense ratio1.22%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.11%
Max deferred sales loadN/A1.17%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A