Cambiar Aggressive Value Investor
P. O. Box 219009Kansas City, MO 64121-9009
Map
Phone: 866-777-8227
| Category: | Large Value | | Fund Family: | Cambiar Funds | | Net Assets: | 135.66M | | Year-to-Date Return: | 7.19% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Aug-2007 |
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Brian M. Barish
Lead Manager since 31-Aug-2007 | | |
| Min Initial Investment: | 2,500 | | Min Initial Investment, IRA: | 500 | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | 100 | | Min Subsequent Investment, IRA: | 100 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation.
The fund normally invests at least 65% of 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. |
| Last Dividend
:
| 0.00 | | Last Cap Gain
(20-Oct-2011)
:
| 0.00 | | Annual Holdings Turnover
(31-Dec-2012)
:
| 196.00% | | Average for Category: | 91.94% |
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| Expense | CAMAX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 1.35% | 1.21% | | Prospectus Net Expense Ratio: | 1.35% | N/A | | Prospectus Gross Expense Ratio: | 1.40% | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | 5.39% | | Max Deferred Sales Load:
| N/A | 2.37% | | 3 Yr Expense Projection*: | 438 | 533 | | 5 Yr Expense Projection*: | 761 | 833 | | 10 Yr Expense Projection*: | 1,675 | 1,678 |
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0.16(1.22%) 24 May