Morningstar

CIBC Atlas Income Opportunities Fund Institutional Class AWIIX

Morningstar Medalist Rating
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Medalist Rating as of See CIBC Investment Hub
  • NAV / 1-Day Return $15.04  /  +0.33 %
  • Fund Size $450.9M
  • Adjusted Expense Ratio 0.690%
  • Net Expense Ratio 0.680%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 2.45%
  • Turnover Ratio 24%
NAV and 1-Day Return as of

Morningstar’s Analysis AWIIX

Will AWIIX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

CIBC Atlas Income Opportunities Instl 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 AWIIX

More AWIIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

5.27 25M
Technology

Microsoft Corp

4.89 23M
Technology

Broadcom Inc

4.00 19M
Technology

United States Treasury Bonds 3.875%

3.28 16M
Government

United States Treasury Bonds 4.375%

2.90 14M
Government

United States Treasury Bonds 4.125%

2.86 14M
Government

United States Treasury Notes 4%

2.69 13M
Government

Visa Inc Class A

2.61 13M
Financial Services

NVIDIA Corp

2.47 12M
Technology

Federal National Mortgage Association 4.5%

1.88 9M
Securitized

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