CIBC Atlas Equity Income Fund Institutional Class
AWYIX
NASDAQ
| Weiss Ratings | AWYIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | AWYIX-NASDAQ | Click to Compare |
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| Provider | CIBC Private Wealth Management | |||
| Manager/Tenure (Years) | Robert C. Bridges (15), John P. Huber (15), Gordon C. Scott (11) | |||
| Website | http://https://private-wealth.us.cibc.com/ | |||
| Fund Information | AWYIX-NASDAQ | Click to Compare |
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| Fund Name | CIBC Atlas Equity Income Fund Institutional Class | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Equity-Income | |||
| Inception Date | Apr 30, 2010 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | AWYIX-NASDAQ | Click to Compare |
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| Dividend Yield | 4.98% | |||
| Dividend | AWYIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.53% | |||
| Asset Allocation | AWYIX-NASDAQ | Click to Compare |
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| Cash | 4.57% | |||
| Stock | 95.43% | |||
| U.S. Stock | 87.05% | |||
| Non-U.S. Stock | 8.38% | |||
| 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 | AWYIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -2.48% | |||
| 30-Day Total Return | -1.03% | |||
| 60-Day Total Return | 2.51% | |||
| 90-Day Total Return | 4.24% | |||
| Year to Date Total Return | 1.87% | |||
| 1-Year Total Return | 8.78% | |||
| 2-Year Total Return | 29.64% | |||
| 3-Year Total Return | 32.50% | |||
| 5-Year Total Return | 75.22% | |||
| Price | AWYIX-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 | AWYIX-NASDAQ | Click to Compare |
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| Nav | $60.41 | |||
| 1-Month Low NAV | $60.41 | |||
| 1-Month High NAV | $61.95 | |||
| 52-Week Low NAV | $51.97 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $67.01 | |||
| 52-Week High Price (Date) | Nov 29, 2024 | |||
| Beta / Standard Deviation | AWYIX-NASDAQ | Click to Compare |
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| Beta | 0.88 | |||
| Standard Deviation | 14.32 | |||
| Balance Sheet | AWYIX-NASDAQ | Click to Compare |
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| Total Assets | 365.35M | |||
| Operating Ratios | AWYIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.90% | |||
| Turnover Ratio | 17.00% | |||
| Performance | AWYIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 22.59% | |||
| Last Bear Market Total Return | -11.74% | |||