Toronto - Delayed Quote CAD

CIBC Private Wealth Nrth Amer Yld Pl OT4 (0P0001QL8X.TO)

10.45 +0.07 (+0.70%)
At close: August 8 at 4:00 PM EDT

Fund Summary

CIBC Private Wealth Nrth Amer Yld Pl OT4

18 York Street, Suite 1300
800-465-3863

Fund Overview

Category --
Fund Family Canadian Imperial Bank of Commerce
Net Assets 65.02M
YTD Return 7.85%
Yield 3.78%
Morningstar Rating --
Inception Date Mar 25, 2024

Fund Operations

Last Dividend 0.24
Last Cap Gain --
Holdings Turnover 14.14%
Average for Category --

Fees & Expenses

Expense 0P0001QL8X.TO Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Wincy Wong, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie All Cap Value Team. She has investment research responsibilities for the energy, health care, consumer staples and consumer discretionary sectors. Wincy’s career in the investment industry began in 1997. She joined Howson Tattersall Investment Counsel in 2003, and the company became part of Mackenzie Investments in 2008. Prior to 2003, Wincy spent two years analyzing Canadian equities at another investment counsel firm, and four years as an Equity Research Associate at a Canadian investment bank.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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