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CIBC Atlas All Cap Growth Institutional (AWGIX)

44.76 -0.01 (-0.02%)
As of 8:06 AM EST. Market Open.
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DELL
  • Previous Close 44.77
  • YTD Return 22.24%
  • Expense Ratio 0.92%
  • Category Large Growth
  • Last Cap Gain 34.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 311.1M
  • Beta (5Y Monthly) 1.10
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 44.00%
  • Last Dividend 0.00
  • Inception Date Sep 28, 2007

The fund seeks to achieve its investment objective by investing primarily in common stocks of U.S. companies without regard to market capitalizations. The fund's investment strategy focuses on identifying stocks within multiple industry groups. It may invest up to 100% of its net assets in common stocks, and may also invest in preferred stocks, of U.S. companies. Additionally, the fund may invest up to 30% of its net assets in securities of "foreign issuers." The fund may invest up to 25% of its net assets in securities of "foreign issuers" located in emerging markets.

CIBC Private Wealth Management

Fund Family

Large Growth

Fund Category

311.1M

Net Assets

2007-09-28

Inception Date

Performance Overview: AWGIX

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Trailing returns as of 11/25/2024. Category is Large Growth.

YTD Return

AWGIX
22.24%
Category
12.38%
 

1-Year Return

AWGIX
48.49%
Category
41.70%
 

3-Year Return

AWGIX
5.80%
Category
22.56%
 

5-Year Return

AWGIX
14.82%
Category
21.98%
 

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Holdings: AWGIX

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Top 10 Holdings (39.98% of Total Assets)

SymbolCompany% Assets
NVDA
NVDA 4.87%
AMZN
AMZN 4.77%
FTAI
FTAI 4.23%
MPWR
MPWR 4.04%
PANW
PANW 3.87%
LLY
LLY 3.87%
MA
MA 3.79%
ISRG
ISRG 3.65%
TDG
TDG 3.46%
META
META 3.44%

Sector Weightings

SectorAWGIX
Technology   37.78%
Industrials   14.18%
Healthcare   9.59%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

Recent News: AWGIX

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Research Reports: AWGIX

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