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Cambiar

Cambiar Parent Rating

Average

Cambiar has some investor-friendly attributes, but other attributes warrant caution, leading to an Average Parent Pillar rating.

A strength of Cambiar is its experienced longest-tenured portfolio managers, who have accrued an average 18 years of tenure. This experience should give investors confidence in the group's ability to navigate a variety of conditions. The firm charges fees on open-end and exchange-traded funds that are on par with category peers. On average, fees are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition. Cambiar has had high portfolio management turnover over the past five years compared with peers, detracting from its rating, as long-term stability tends to go together with positive results.

Cambiar Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

847.63 Mil

Investment Flows (TTM)

−134.99 Mil

Asset Growth Rate (TTM)

−15.79%

# of Share Classes

8
Morningstar Rating # of Share Classes
0
2
2
2
2
Not Rated 0

Exchange-Traded Funds

See All Cambiar ETFs

Market

US ETFs

Total Net Assets

57.81 Mil

Investment Flows (TTM)

65,061.00

Asset Growth Rate (TTM)

0.14%

# of Share Classes

1
Morningstar Rating # of Share Classes
0
0
0
1
0
Not Rated 0
Name
Morningstar Rating Overall
5-Year Category Rank
Cambiar Aggressive Value ETF44

Quick Definitions: Key Morningstar Terms

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