Cambiar Opportunity Inst
P. O. Box 219009 Kansas City, MO 64121-9009
Map
Phone: 866-777-8227
| Category: | Large Blend | | Fund Family: | Cambiar Funds | | Net Assets: | 568.21M | | Year-to-Date Return: | -9.03% | | Yield: | 0.66% | | Morningstar Rating: | N/A | | Fund Inception Date: | 03-Nov-05 |
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Brian M. Barish
Lead Manager since
01-Jul-98 | | | Barish is president and director of research of Cambiar Investors LLC. Before joining Cambiar in 1997, he was director of emerging markets research for Lazard Freres & Co., where he followed several industries globally. Previously, he was a securities analyst with Bear, Stearns & Co. Barish began his career at Arnhold & S. Bleichroeder. Barish holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $5,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks total return and capital preservation. The fund normally invests at least 65% of the net assets in common stocks of companies that are relatively large in terms of revenues and assets, with market capitalizations over $1 billion at the time of purchase. It focuses first on individual stocks and then on industries or sectors. |
| Last Dividend
(28-Dec-07):
| 0.12 | | Last Cap Gain
(13-Dec-07):
| 0.84 | | Annual Holdings Turnover
| 67.00% | | Average for Category:
| 71.12% |
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| Expense | CAMWX | Category
Avg | | Total Expense Ratio: | 0.95%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.19% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$331 | $576 | | 5 Yr Expense Projection*: |
$574 | $875 | | 10 Yr Expense Projection*: |
$1,271 | $1,735 |
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1.47% Nasdaq 
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