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CIBC Atlas All Cap Growth Institutional AWGIX

Medalist Rating as of | See CIBC Investment Hub
  • NAV / 1-Day Return 38.36  /  +3.23 %
  • Total Assets 251.7 Mil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.00%
  • Turnover 44%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 12:01 AM GMT+0

Morningstar’s Analysis AWGIX

Will AWGIX outperform in future?

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

Weakness in CIBC Atlas All Cap Growth Institutional's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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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 AWGIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 37.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Palo Alto Networks Inc

6.38 11.9 Mil
Technology

Eli Lilly and Co

4.56 8.5 Mil
Healthcare

Mastercard Inc Class A

4.48 8.4 Mil
Financial Services

Amazon.com Inc

3.57 6.7 Mil
Consumer Cyclical

S&P Global Inc

3.49 6.5 Mil
Financial Services

Martin Marietta Materials Inc

3.27 6.1 Mil
Basic Materials

NVIDIA Corp

3.07 5.7 Mil
Technology

First American Government Obligs X

2.90 5.4 Mil
Cash and Equivalents

Roper Technologies Inc

2.83 5.3 Mil
Technology

Workday Inc Class A

2.82 5.3 Mil
Technology