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CIBC Atlas Equity Income Institutional AWYIX

Medalist Rating as of | See CIBC Investment Hub
  • NAV / 1-Day Return 57.05  /  +0.30 %
  • Total Assets 317.6 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 1.62%
  • Turnover 27%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0

Morningstar’s Analysis AWYIX

Will AWYIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in CIBC Atlas Equity Income 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

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings AWYIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 42.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.39 15.0 Mil
Technology

Enterprise Products Partners LP

5.09 14.2 Mil
Energy

Eli Lilly and Co

4.90 13.6 Mil
Healthcare

First American Government Obligs X

4.21 11.7 Mil
Cash and Equivalents

Elevance Health Inc

4.16 11.6 Mil
Healthcare

Apple Inc

4.06 11.3 Mil
Technology

AstraZeneca PLC ADR

4.05 11.3 Mil
Healthcare

Blackstone Inc

3.74 10.4 Mil
Financial Services

Abbott Laboratories

3.68 10.2 Mil
Healthcare

CME Group Inc Class A

3.46 9.6 Mil
Financial Services