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CIBC Atlas Disciplined Equity Instl AWEIX

Medalist Rating as of | See CIBC Investment Hub
  • NAV / 1-Day Return 28.63  /  0.42 %
  • 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 0.84%
  • Turnover 10%

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 59
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 38.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
8.71
123,310,408
Technology
5.75
81,381,740
Consumer Cyclical
3.91
55,417,768
Technology
3.84
54,357,706
Financial Services
3.56
50,427,258
Healthcare
3.40
48,065,832
Communication Services
3.13
44,344,703
Communication Services
2.20
31,156,189
Consumer Cyclical
2.16
30,620,730
Industrials
2.13
30,121,887
Energy