CIBC Atlas All Cap Growth Fund Institutional Class
AWGIX
NASDAQ
| Weiss Ratings | AWGIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | AWGIX-NASDAQ | Click to Compare |
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| Provider | CIBC Private Wealth Management | |||
| Manager/Tenure (Years) | Robert C. Bridges (17), John P. Huber (17) | |||
| Website | http://https://private-wealth.us.cibc.com/ | |||
| Fund Information | AWGIX-NASDAQ | Click to Compare |
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| Fund Name | CIBC Atlas All Cap Growth Fund Institutional Class | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 28, 2007 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | AWGIX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.28% | |||
| Dividend | AWGIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.37% | |||
| Asset Allocation | AWGIX-NASDAQ | Click to Compare |
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| Cash | 4.44% | |||
| Stock | 95.56% | |||
| U.S. Stock | 91.37% | |||
| Non-U.S. Stock | 4.19% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | AWGIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.66% | |||
| 30-Day Total Return | -0.17% | |||
| 60-Day Total Return | -1.69% | |||
| 90-Day Total Return | 1.11% | |||
| Year to Date Total Return | 6.02% | |||
| 1-Year Total Return | 8.60% | |||
| 2-Year Total Return | 41.24% | |||
| 3-Year Total Return | 65.52% | |||
| 5-Year Total Return | 65.45% | |||
| Price | AWGIX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | AWGIX-NASDAQ | Click to Compare |
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| Nav | $40.64 | |||
| 1-Month Low NAV | $40.33 | |||
| 1-Month High NAV | $41.38 | |||
| 52-Week Low NAV | $32.27 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $45.84 | |||
| 52-Week High Price (Date) | Nov 11, 2024 | |||
| Beta / Standard Deviation | AWGIX-NASDAQ | Click to Compare |
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| Beta | 0.95 | |||
| Standard Deviation | 17.97 | |||
| Balance Sheet | AWGIX-NASDAQ | Click to Compare |
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| Total Assets | 344.75M | |||
| Operating Ratios | AWGIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.92% | |||
| Turnover Ratio | 46.00% | |||
| Performance | AWGIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 21.03% | |||
| Last Bear Market Total Return | -19.93% | |||