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Morningstar

CIBC Atlas Income Opportunities Instl AWIIX

Morningstar Medalist Rating
Medalist Rating as of | See CIBC Investment Hub
  • NAV / 1-Day Return 15.05  /  0.00
  • Total Assets 661.4 Mil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.690%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.28%
  • Turnover 28%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis AWIIX

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

  • People Pillar

    The People Pillar is our evaluation of the AWIIX 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 AWIIX’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 Income Opportunities Instl to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AWIIX

More AWIIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.57 36.9 Mil
Technology

First American Government Obligs X

5.42 35.9 Mil
Cash and Equivalents

Apple Inc

4.80 31.7 Mil
Technology

United States Treasury Bonds 4.125%

2.67 17.7 Mil
Government

UnitedHealth Group Inc

2.35 15.6 Mil
Healthcare

Visa Inc Class A

2.10 13.9 Mil
Financial Services

The Home Depot Inc

2.02 13.4 Mil
Consumer Cyclical

Broadcom Inc

1.93 12.8 Mil
Technology

United States Treasury Notes 2%

1.89 12.5 Mil
Government

Fnma Pass-Thru I 4.5%

1.80 11.9 Mil
Securitized