Cambiar International Equity Fund

Shareclass

Cambiar International Equity Instl (CAMYX)

Type

Open-end mutual fund

Manager

Cambiar Funds

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

52.9

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 516 out of 1,094 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Diageo PLC
1.96% of assets
$2.46M invested
2. Haleon PLC
2.07% of assets
$2.6M invested
3. Puma SE
0.88% of assets
$1.11M invested
4. Merck KGaA
1.56% of assets
$1.96M invested
5. SSE PLC
1.67% of assets
$2.1M invested
6. Capgemini SE
1.79% of assets
$2.25M invested
7. Temenos AG
1.64% of assets
$2.06M invested
8. London Stock Exchange Group PLC
2.04% of assets
$2.56M invested
9. Santos Ltd
1.38% of assets
$1.73M invested
10. Equinor ASA ADR
1.55% of assets
$1.94M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Daifuku Co Ltd
2.21% of assets
$2.78M invested
2. Shimano Inc
1.84% of assets
$2.31M invested
3. MonotaRO Co Ltd
1.87% of assets
$2.35M invested
4. Mitsubishi Estate Co Ltd
2.11% of assets
$2.65M invested
5. Sony Group Corp
3.5% of assets
$4.39M invested
6. Epiroc AB Ordinary Shares - Class A
1.93% of assets
$2.42M invested
7. Nintendo Co Ltd
3.09% of assets
$3.88M invested
8. Icon PLC
1.82% of assets
$2.28M invested
9. Bunzl PLC
1.8% of assets
$2.25M invested
10. Terumo Corp
1.85% of assets
$2.32M invested

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Financial performance

Performance data provided by

Find more financial data on CAMYX at Morningstar.com

Gender Equality and Returns

Returns chart for Cambiar International Equity Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

CAMYX

Cambiar International Equity Fund

Family

Cambiar Funds

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

1.81% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

CAMYX

Cambiar International Equity Fund

Family

Cambiar Funds

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

1.81% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

CAMYX

Cambiar International Equity Fund

Family

Cambiar Funds

Category

Foreign Large Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

1.81% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
CAMYX - Cambiar International Equity Fund

11%

5.08%

9.38%

3.11%

56 / 100 points

Benchmark

6.75%

4.94%

11%

4.92%

57 / 100 points

Fund compared to benchmark

3.76%

0.14%

-1.56%

-1.81%

1 / 100 points lower

Find more financial data on CAMYX at Morningstar.com

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