Morningstar

CIBC Atlas Mid Cap Equity Fund Institutional Class AWMIX

Morningstar Medalist Rating
Medalist Rating as of | See CIBC Investment Hub
  • NAV / 1-Day Return 19.32  /  −0.82 %
  • Total Assets 673.5M
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 24%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis AWMIX

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

  • People Pillar

    The People Pillar is our evaluation of the AWMIX 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 AWMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

CIBC Atlas Mid Cap Equity Institutional 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.

by Morningstar Automated Analysis
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Portfolio Holdings AWMIX

More AWMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Howmet Aerospace Inc

4.89 33M
Industrials

Vertiv Holdings Co Class A

3.98 27M
Industrials

Ross Stores Inc

3.51 24M
Consumer Cyclical

Monolithic Power Systems Inc

3.24 22M
Technology

Ameriprise Financial Inc

2.80 19M
Financial Services

Marriott International Inc Class A

2.76 19M
Consumer Cyclical

Cheniere Energy Inc

2.64 18M
Energy

Royal Caribbean Group

2.54 17M
Consumer Cyclical

Cencora Inc

2.52 17M
Healthcare

Datadog Inc Class A

2.35 16M
Technology

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