Morningstar

CIBC Atlas International Growth Instl AWWIX

Morningstar Medalist Rating
Medalist Rating as of | See CIBC Investment Hub
  • NAV / 1-Day Return 13.91  /  +1.76 %
  • Total Assets 631.3 Mil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 1.05%
  • Turnover 13%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis AWWIX

Will AWWIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AWWIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AWWIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AWWIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit CIBC Atlas International Growth Instl to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AWWIX

More AWWIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Shell PLC

3.66 21.3 Mil
Energy

Banco Santander SA

3.27 19.0 Mil
Financial Services

BAE Systems PLC

3.07 17.8 Mil
Industrials

Toyota Motor Corp

2.95 17.2 Mil
Consumer Cyclical

First American Government Obligs X

2.93 17.0 Mil
Cash and Equivalents

London Stock Exchange Group PLC

2.74 15.9 Mil
Financial Services

DBS Group Holdings Ltd

2.70 15.7 Mil
Financial Services

Icon PLC

2.59 15.1 Mil
Healthcare

AstraZeneca PLC

2.56 14.9 Mil
Healthcare

Fanuc Corp

2.41 14.0 Mil
Industrials

Sponsor Center