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CIBC Atlas Equity Income Institutional (AWYIX)

56.74
-2.18
(-3.70%)
At close: 8:03:43 PM EDT
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  • Previous Close 58.92
  • YTD Return 2.41%
  • Expense Ratio 0.90%
  • Category Large Blend
  • Last Cap Gain 37.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 368.01M
  • Beta (5Y Monthly) 0.87
  • Yield 5.59%
  • 5y Average Return --
  • Holdings Turnover 17.00%
  • Last Dividend 3.42
  • Inception Date Apr 30, 2010

The fund invests in publicly traded securities without regard to market capitalizations. Its investment strategy focuses on identifying stocks within multiple industry groups. The fund seeks to generate current income while also providing capital appreciation. It has wide flexibility in the types of securities used to generate a current income yield. The fund may also invest up to 30% of its net assets in securities of "foreign issuers." It 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 Blend

Fund Category

368.01M

Net Assets

2010-04-30

Inception Date

Performance Overview: AWYIX

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Trailing returns as of 4/2/2025. Category is Large Blend.

YTD Return

AWYIX
2.41%
Category
5.31%
 

1-Year Return

AWYIX
16.65%
Category
20.31%
 

3-Year Return

AWYIX
8.65%
Category
6.48%
 

5-Year Return

AWYIX
13.52%
Category
11.78%
 

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Holdings: AWYIX

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Sector Weightings

SectorAWYIX
Healthcare   18.59%
Technology   15.76%
Industrials   12.74%
Real Estate   11.62%
Energy   9.70%
Utilities   5.28%

Recent News: AWYIX

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Research Reports: AWYIX

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