Morningstar

CIBC Atlas Equity Income Fund Institutional Class AWYIX

Morningstar Medalist Rating
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Medalist Rating as of See CIBC Investment Hub
  • NAV / 1-Day Return $62.47  /  +0.76 %
  • Fund Size $290.1M
  • Adjusted Expense Ratio 0.890%
  • Net Expense Ratio 0.880%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $250,000
  • Investment Status Open
  • TTM Yield 0.88%
  • Turnover Ratio 29%
NAV and 1-Day Return as of

Morningstar’s Analysis AWYIX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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Portfolio Holdings AWYIX

More AWYIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.59 22M
Technology

Eli Lilly and Co

5.35 18M
Healthcare

Enterprise Products Partners LP

4.57 15M
Energy

Apple Inc

4.26 14M
Technology

Parker Hannifin Corp

3.80 13M
Industrials

L3Harris Technologies Inc

3.52 12M
Industrials

Broadcom Inc

3.40 11M
Technology

Abbott Laboratories

3.26 11M
Healthcare

AbbVie Inc

3.18 10M
Healthcare

Charles Schwab Corp

3.14 10M
Financial Services

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