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Morningstar

CIBC Atlas Equity Income Institutional AWYIX

Morningstar Medalist Rating
Medalist Rating as of | See CIBC Investment Hub
  • NAV / 1-Day Return 55.37  /  +0.05 %
  • Total Assets 308.7 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 Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 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.

  • 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.

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AWYIX

More AWYIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.37 16.7 Mil
Technology

Eli Lilly and Co

4.82 14.9 Mil
Healthcare

Enterprise Products Partners LP

4.69 14.5 Mil
Energy

Blackstone Inc

4.27 13.2 Mil
Financial Services

Elevance Health Inc

4.00 12.4 Mil
Healthcare

AstraZeneca PLC ADR

3.98 12.3 Mil
Healthcare

Apple Inc

3.93 12.2 Mil
Technology

Abbott Laboratories

3.71 11.5 Mil
Healthcare

L3Harris Technologies Inc

3.24 10.0 Mil
Industrials

Equinix Inc

2.94 9.1 Mil
Real Estate