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CIBC Atlas Disciplined Equity Instl AWEIX

Medalist Rating as of | See CIBC Investment Hub
  • NAV / 1-Day Return 29.34  /  +1.14 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.79%
  • Turnover 10%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:09 PM GMT+0

Morningstar’s Analysis AWEIX

Will AWEIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit CIBC Atlas Disciplined Equity Instl to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings AWEIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 39.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.89 141.5 Mil
Technology

Amazon.com Inc

5.82 92.6 Mil
Consumer Cyclical

Visa Inc Class A

3.87 61.7 Mil
Financial Services

Apple Inc

3.67 58.4 Mil
Technology

Alphabet Inc Class C

3.25 51.8 Mil
Communication Services

Alphabet Inc Class A

3.15 50.1 Mil
Communication Services

NVIDIA Corp

2.96 47.2 Mil
Technology

UnitedHealth Group Inc

2.95 47.0 Mil
Healthcare

The Home Depot Inc

2.37 37.7 Mil
Consumer Cyclical

Salesforce Inc

2.15 34.2 Mil
Technology