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Morningstar

CIBC Atlas Mid Cap Equity Institutional AWMIX

Morningstar Medalist Rating
Medalist Rating as of | See CIBC Investment Hub
  • NAV / 1-Day Return 19.06  /  −0.73 %
  • Total Assets 828.7 Mil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • 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 —
  • Turnover 32%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis AWMIX

Will AWMIX 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 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.

Weakness in CIBC Atlas Mid Cap Equity Institutional's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AWMIX

More AWMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CrowdStrike Holdings Inc Class A

3.30 26.2 Mil
Technology

Cadence Design Systems Inc

2.79 22.2 Mil
Technology

Ameriprise Financial Inc

2.76 22.0 Mil
Financial Services

Cencora Inc

2.36 18.8 Mil
Healthcare

Amphenol Corp Class A

2.35 18.7 Mil
Technology

Datadog Inc Class A

2.33 18.5 Mil
Technology

Ross Stores Inc

2.18 17.3 Mil
Consumer Cyclical

Cintas Corp

2.18 17.3 Mil
Industrials

DexCom Inc

2.12 16.9 Mil
Healthcare

AutoZone Inc

2.09 16.6 Mil
Consumer Cyclical