Nasdaq - Delayed Quote USD
CIBC Atlas Equity Income Institutional (AWYIX)
55.41
+3.44
+(6.62%)
At close: 8:03:52 PM EDT
Top 10 Holdings (38.60% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorAWYIX
Financial Services 25.90%
Healthcare 17.09%
Technology 16.66%
Industrials 10.64%
Energy 10.39%
Real Estate 10.10%
Utilities 4.61%
Consumer Cyclical 3.67%
Communication Services 0.94%
Basic Materials 0.00%
Consumer Defensive 0.00%
Overall Portfolio Composition (%)
| Cash | 2.44% |
| Stocks | 97.56% |
| 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 | AWYIX | Category Average |
|---|---|---|
| Price/Earnings | 0.04 | 0.04 |
| Price/Book | 0.23 | 0.21 |
| Price/Sales | 0.43 | 0.4 |
| Price/Cashflow | 0.06 | 0.06 |
| Median Market Cap | 121,156.37 | 335,222.28 |
| 3 Year Earnings Growth | 15.14 | 21.25 |
Bond Holdings
| Average | AWYIX | Category Average |
|---|---|---|
| Maturity | -- | -- |
| Duration | -- | 4.6 |
| Credit Quality | -- | -- |
Performance & Risk
| YTD Return | -12.36% |
| 5y Average Return | 11.82% |
| Rank in Category (ytd) | 17 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.86 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | CIBC Private Wealth Management |
| Net Assets | 353.53M |
| YTD Return | -1.57% |
| Yield | 5.40% |
| Morningstar Rating | |
| Inception Date | Apr 30, 2010 |
Fund Summary
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.
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