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Nasdaq - Delayed Quote USD
CIBC Atlas Mid Cap Equity Institutional (AWMIX)
17.57
-1.16
(-6.19%)
At close: 8:00:06 PM EDT
Top 10 Holdings (24.77% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorAWMIX
Technology 27.27%
Industrials 19.77%
Consumer Cyclical 15.50%
Healthcare 13.07%
Financial Services 11.90%
Consumer Defensive 5.05%
Energy 3.31%
Communication Services 1.87%
Real Estate 1.33%
Basic Materials 0.93%
Utilities 0.00%
Overall Portfolio Composition (%)
| Cash | 1.41% |
| Stocks | 98.60% |
| Bonds | 0.00% |
| Others | 0.00% |
| Preferred | 0.00% |
| Convertible | 0.00% |
Bond Ratings
| US Government | 0.00% |
| AAA | -- |
| AA | -- |
| A | -- |
| BBB | -- |
| BB | -- |
| B | -- |
| Below B | -- |
| Other | -- |
Equity Holdings
| Average | AWMIX | Category Average |
|---|---|---|
| Price/Earnings | 0.03 | 35.75 |
| Price/Book | 0.17 | 5.98 |
| Price/Sales | 0.44 | 4.25 |
| Price/Cashflow | 0.05 | 25.61 |
| Median Market Cap | 30,049.89 | 19,464.95 |
| 3 Year Earnings Growth | 22.01 | 16.64 |
Bond Holdings
Bond Holdings Information Not Available
Performance & Risk
| YTD Return | -4.15% |
| 5y Average Return | 13.14% |
| Rank in Category (ytd) | 19 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | CIBC Private Wealth Management |
| Net Assets | 889.02M |
| YTD Return | 0.77% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jun 27, 2014 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of mid-capitalization companies. While the adviser expects to invest primarily in common stock, it may also invest in other equity securities, including preferred stock, convertible securities and American Depositary Receipts ("ADRs"). It may invest up to 25% of its net assets in foreign securities, including ADRs.
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