Morningstar

CIBC Atlas All Cap Growth Fund Institutional Class AWGIX

Morningstar Medalist Rating
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Medalist Rating as of See CIBC Investment Hub
  • NAV / 1-Day Return $43.95  /  +1.81 %
  • Fund Size $325.1M
  • Adjusted Expense Ratio 0.910%
  • Net Expense Ratio 0.900%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $250,000
  • Investment Status Open
  • TTM Yield 0.13%
  • Turnover Ratio 70%
NAV and 1-Day Return as of

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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