Morningstar

CIBC Atlas All Cap Growth Fund Institutional Class AWGIX

Morningstar Medalist Rating
Medalist Rating as of | See CIBC Investment Hub
  • NAV / 1-Day Return 43.07  /  +1.01 %
  • Total Assets 318.2M
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.900%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.13%
  • Turnover 70%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis AWGIX

Will AWGIX 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 AWGIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AWGIX 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 AWGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

CIBC Atlas All Cap Growth Institutional 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
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Portfolio Holdings AWGIX

More AWGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 60.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

9.83 30M
Consumer Cyclical

NVIDIA Corp

8.58 26M
Technology

GE Vernova Inc

6.25 19M
Industrials

Palo Alto Networks Inc

6.11 19M
Technology

Quanta Services Inc

6.07 19M
Industrials

GE Aerospace

5.86 18M
Industrials

Broadcom Inc

4.81 15M
Technology

Robinhood Markets Inc Class A

4.59 14M
Financial Services

Howmet Aerospace Inc

4.53 14M
Industrials

Alphabet Inc Class A

3.98 12M
Communication Services

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