CIBC Atlas Income Opportunities Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
CIBC Atlas Income Opportunities Fund Institutional Class AWIIX
- NAV / 1-Day Return 14.90 / +0.13 %
- Total Assets 508.0M
-
Adj. Expense Ratio
0.690%
- Expense Ratio 0.680%
- 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 2.89%
- Turnover 24%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:07 AM GMT+0
Morningstar’s Analysis AWIIX
Will AWIIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 30.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 5.08 | 29M | Technology |
Apple Inc | 4.19 | 24M | Technology |
Broadcom Inc | 3.80 | 22M | Technology |
United States Treasury Bonds 4.125% | 3.32 | 19M | Government |
United States Treasury Bonds 3.875% | 2.90 | 17M | Government |
United States Treasury Notes 4% | 2.83 | 16M | Government |
United States Treasury Bonds 4.375% | 2.55 | 15M | Government |
Visa Inc Class A | 2.28 | 13M | Financial Services |
Invesco Senior Loan ETF | 2.04 | 12M | — |
JPMorgan Chase & Co | 1.80 | 10M | Financial Services |
United States