CIBC Atlas Equity Income Institutional 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.
CIBC Atlas Equity Income Fund Institutional Class AWYIX
- NAV / 1-Day Return 64.49 / −0.02 %
- Total Assets 334.6M
-
Adj. Expense Ratio
0.890%
- Expense Ratio 0.880%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Value
- Min. Initial Investment 250,000
- Status Open
- TTM Yield 0.65%
- Turnover 29%
USD | NAV as of Jul 13, 2026 | 1-Day Return as of Jul 13, 2026, 4:15 AM GMT+0
Morningstar’s Analysis AWYIX
Will AWYIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 5.10 | 18M | Technology |
Enterprise Products Partners LP | 4.72 | 16M | Energy |
Eli Lilly and Co | 4.44 | 16M | Healthcare |
L3Harris Technologies Inc | 4.12 | 14M | Industrials |
Apple Inc | 3.84 | 13M | Technology |
Parker Hannifin Corp | 3.57 | 12M | Industrials |
JPMorgan Chase & Co | 3.40 | 12M | Financial Services |
NextEra Energy Inc | 3.31 | 12M | Utilities |
AstraZeneca PLC | 3.20 | 11M | Healthcare |
CME Group Inc Class A | 3.15 | 11M | Financial Services |
United States