Morningstar

CIBC Atlas Disciplined Equity Fund Institutional Class AWEIX

Morningstar Medalist Rating
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Medalist Rating as of See CIBC Investment Hub
  • NAV / 1-Day Return $32.59  /  +0.62 %
  • Fund Size $1.3B
  • Adjusted Expense Ratio 0.710%
  • Net Expense Ratio 0.710%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $250,000
  • Investment Status Open
  • TTM Yield 0.38%
  • Turnover Ratio 19%
NAV and 1-Day Return as of

Morningstar’s Analysis AWEIX

Will AWEIX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AWEIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AWEIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AWEIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

CIBC Atlas Disciplined Equity Instl holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings AWEIX

More AWEIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.81 105M
Technology

Apple Inc

7.01 94M
Technology

Alphabet Inc Class A

6.75 90M
Communication Services

Microsoft Corp

6.66 89M
Technology

Amazon.com Inc

5.34 71M
Consumer Cyclical

Visa Inc Class A

2.96 40M
Financial Services

Broadcom Inc

2.60 35M
Technology

Meta Platforms Inc Class A

2.47 33M
Communication Services

JPMorgan Chase & Co

2.04 27M
Financial Services

Micron Technology Inc

1.91 26M
Technology

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