CAMWX Cambiar Opportunity Fund Class Institutional

This is an open ended mutual fund. The investment seeks total return and capital preservation. The fund invests primarily in a diversified portfolio of common stocks of companies with a market capitalization in excess of 3 billion at time of purchase. The Adviser constructs the fund& 39 s portfolio on a security-by-security basis, with the goal of building a portfolio that strikes a balance between the Adviser& 39 s conviction in an investment and portfolio diversification.

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As of 08/04/2021


Mutual Fund Information
Sponsor:     Cambiar Funds
Category1:  US Equity
Category2:  Broad market
Category3:  Large cap
Morningstar category:  Large Value
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     06/30/1998
Market cap:     $205,700,000
Current yield:     0.76%
Fees:     0.8000%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  0075W0825
ISIN:    US0075W08253
Investment style: Actively managed

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