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Morningstar

CIBC Atlas All Cap Growth Institutional AWGIX

Morningstar Medalist Rating
Medalist Rating as of | See CIBC Investment Hub
  • NAV / 1-Day Return 38.57  /  +0.18 %
  • Total Assets 271.2 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 May 08, 2024 | 1-Day Return as of May 08, 2024, 10:14 PM GMT+0

Morningstar’s Analysis AWGIX

Will AWGIX outperform in 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.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit CIBC Atlas All Cap Growth Institutional 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.

by Morningstar Manager Research
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Portfolio Holdings AWGIX

More AWGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Palo Alto Networks Inc

6.53 15.6 Mil
Technology

Amazon.com Inc

4.40 10.5 Mil
Consumer Cyclical

Eli Lilly and Co

4.26 10.1 Mil
Healthcare

Mastercard Inc Class A

4.14 9.9 Mil
Financial Services

NVIDIA Corp

3.66 8.7 Mil
Technology

Workday Inc Class A

3.52 8.4 Mil
Technology

S&P Global Inc

3.50 8.3 Mil
Financial Services

Martin Marietta Materials Inc

3.13 7.5 Mil
Basic Materials

Intuitive Surgical Inc

2.85 6.8 Mil
Healthcare

TransDigm Group Inc

2.82 6.7 Mil
Industrials