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CIBC Atlas Mid Cap Equity Institutional (AWMIX)

17.57
-1.16
(-6.19%)
At close: 8:00:06 PM EDT

Investment Information

Min Initial Investment
250,000
Min Initial Investment, IRA
2,500
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Comerica Bank
  • Schwab Institutional
  • JPMorgan
  • Vanguard
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Schwab Institutional Only
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • Scottrade TF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • Zhejiang Akcome New Energy Technology Co Ltd
  • Vanguard TF
  • Schwab All (Retail, Instl, Retirement)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)

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.

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

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

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