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CIBC Atlas International Growth Instl (AWWIX)

13.32
+0.87
+(6.99%)
At close: 8:00:06 PM EDT

Fund Summary

The fund seeks to achieve its investment objective by investing primarily in common stocks of U.S. issuers and common stocks and American Depositary Receipts ("ADRs") of foreign issuers without regard to market capitalizations. It typically invests in securities of issuers domiciled in at least three non-U.S. countries, with at least 40% of the fund's net assets invested in securities of foreign issuers. The fund's investments in securities of foreign issuers may include securities of issuers located in emerging markets.

CIBC Atlas International Growth Instl

Oaks PA
One Freedom Valley Drive
855-842-3863

Fund Overview

Category Foreign Large Growth
Fund Family CIBC Private Wealth Management
Net Assets 667.05M
YTD Return 9.53%
Yield 1.05%
Morningstar Rating
Inception Date May 31, 2019

Fund Operations

Last Dividend 0.15
Last Cap Gain 10.00
Holdings Turnover 12.00%
Average for Category --

Fees & Expenses

Expense AWWIX Category Average
Annual Report Expense Ratio (net) 0.94% 1.05%
Prospectus Net Expense Ratio 0.94% --
Prospectus Gross Expense Ratio 0.94% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.20%
Max Deferred Sales Load -- 1.29%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Matthew K. Scherer, Lead Manager since May 29, 2019
Matthew Scherer, CFA, Portfolio Manager and Analyst, is a co-manager of CIBC Private Wealth Advisors, Inc. Mr. Scherer has been associated with the firm and/or its affiliates since 2010 and during such time has held positions of Portfolio Manager and Analyst. Prior to 2010, he was a research analyst at Aragon Global, LLC, where he worked as a Global Consumer and Business Services Analyst. Prior to that, Mr. Scherer was a research analyst for Carlson Capital UK covering European equities. Mr. Scherer began his career as an associate analyst at RBC Capital Markets. Mr. Scherer has been in the financial services industry for more than 21 years.

Morningstar Style Box

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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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