CIBC Atlas Mid Cap Equity Fund Institutional Class
AWMIX
NASDAQ
| Weiss Ratings | AWMIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | AWMIX-NASDAQ | Click to Compare |
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| Provider | CIBC Private Wealth Management | |||
| Manager/Tenure (Years) | Bryan G. Reilly (3), Jonathan Piskorowski (0) | |||
| Website | http://https://private-wealth.us.cibc.com/ | |||
| Fund Information | AWMIX-NASDAQ | Click to Compare |
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| Fund Name | CIBC Atlas Mid Cap Equity Fund Institutional Class | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Equity-Income | |||
| Inception Date | Jun 27, 2014 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | AWMIX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | AWMIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.63% | |||
| Asset Allocation | AWMIX-NASDAQ | Click to Compare |
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| Cash | 2.02% | |||
| Stock | 97.99% | |||
| U.S. Stock | 95.14% | |||
| Non-U.S. Stock | 2.85% | |||
| 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 | AWMIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -2.75% | |||
| 30-Day Total Return | -0.53% | |||
| 60-Day Total Return | 3.27% | |||
| 90-Day Total Return | 8.13% | |||
| Year to Date Total Return | 4.75% | |||
| 1-Year Total Return | 15.20% | |||
| 2-Year Total Return | 21.93% | |||
| 3-Year Total Return | 30.36% | |||
| 5-Year Total Return | 48.85% | |||
| Price | AWMIX-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 | AWMIX-NASDAQ | Click to Compare |
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| Nav | $20.47 | |||
| 1-Month Low NAV | $20.40 | |||
| 1-Month High NAV | $21.05 | |||
| 52-Week Low NAV | $16.25 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $22.60 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | AWMIX-NASDAQ | Click to Compare |
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| Beta | 0.89 | |||
| Standard Deviation | 17.95 | |||
| Balance Sheet | AWMIX-NASDAQ | Click to Compare |
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| Total Assets | 890.46M | |||
| Operating Ratios | AWMIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.83% | |||
| Turnover Ratio | 20.00% | |||
| Performance | AWMIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 15.62% | |||
| Last Bear Market Total Return | -15.90% | |||