Morningstar

CIBC Atlas Mid Cap Equity Fund Institutional Class AWMIX

Morningstar Medalist Rating
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Medalist Rating as of See CIBC Investment Hub
  • NAV / 1-Day Return $20.01  /  +1.73 %
  • Fund Size $661.9M
  • Adjusted Expense Ratio 0.820%
  • Net Expense Ratio 0.820%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $250,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 24%
NAV and 1-Day Return as of

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.

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Portfolio Holdings AWMIX

More AWMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Datadog Inc Class A

4.65 31M
Technology

Royal Caribbean Group

2.98 20M
Consumer Cyclical

Monolithic Power Systems Inc

2.79 19M
Technology

Howmet Aerospace Inc

2.51 17M
Industrials

Cencora Inc

2.50 17M
Healthcare

Cheniere Energy Inc

2.49 17M
Energy

Cloudflare Inc

2.45 17M
Technology

Snowflake Inc Ordinary Shares

2.43 16M
Technology

DexCom Inc

2.31 16M
Healthcare

EMCOR Group Inc

2.31 16M
Industrials

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