The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
CIBC Atlas Disciplined Equity Instl AWEIX
- NAV / 1-Day Return 29.34 / +1.14 %
- Total Assets 1.6 Bil
-
Adj. Expense Ratio
- 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.
People Pillar
Parent Pillar
- 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 |