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Performance
06-30-18

Total ReturnCategory Average
Total Return 9.3 -0.2 8.0 20.5 4.1
Category Average 9.9 -0.4 7.5 21.2 3.4
Assets for Each Yr* 1.2 1.4 1.6 2.1 2.2
*billions

Trailing Returns %
06-30-18

  YTD 3 Year 5 Year    
Fund Family 4.07 9.30 11.59

Key Stats
06-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
2,166 $250,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.5 84.82 0.96 Average
International Stock --- --- --- ---
Municipal Bond --- --- --- ---
Taxable Bond --- --- --- ---
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
0 1 2
0 0 1
0 0 0
Asset Allocation %
Cash 3.4
Stocks 90.5
Bonds 5.4
Other 0.7
Annual Turnover % 18
% Assets in Top 10 16.8
 
Sector Breakdown (% of stocks) 
Sensitive 43.9
Communication Services 2.8
Energy 5.1
Industrials 15.2
Technology 20.8
Cyclical 33.5
Basic Materials 3.2
Consumer Cyclical 12.7
Financial Services 16.2
Real Estate 1.4
Defensive 22.6
Consumer Defensives 4.4
Healthcare 16.6
Utilities 1.6

Top 20 US Holdings | Get Price Quotes
YTD Return through 07-19-18

  Sector YTD Return % % Net Assets  
  Amazon.com Inc* Consumer Cyclical 55.02 2.82
  Microsoft Corp* Technology 23.03 2.60
  JPMorgan Chase & Co* Financial Services 4.33 1.96
  Apple Inc* Technology 14.19 1.65
  Cisco Systems Inc* Technology 13.19 1.55
  Visa Inc Class A* Financial Services 23.27 1.41
  The Home Depot Inc* Consumer Cyclical 8.00 1.34
  Johnson & Johnson* Healthcare -8.62 1.27
  UnitedHealth Group Inc* Healthcare 15.48 1.19
  Boeing Co* Industrials 21.65 1.03
  Prudential Financial Inc* Financial Services -15.20 1.01
  Danaher Corp* Healthcare 11.53 1.00
  Wells Fargo & Co* Financial Services -5.87 1.00
  Citigroup Inc* Financial Services -6.42 0.99
  Union Pacific Corp* Industrials 5.79 0.98
  US Bancorp* Financial Services -3.02 0.97
  Chevron Corp* Energy -1.02 0.93
  Comcast Corp Class A* Communication Services -11.49 0.92
  Honeywell International Inc* Industrials -2.82 0.91
  Automatic Data Processing Inc* Industrials 18.08 0.90
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Best 5-Year Relative Performance | More
07-19-18

Worst 5-Year Relative Performance | More
07-19-18

Longest Manager Tenure | More
07-19-18

Fund Name Manager Name Average Manager Tenure
CIBC Atlas All Cap Growth Institutional Robert C. Bridges 11
CIBC Atlas Equity Income Institutional Robert C. Bridges 7
CIBC Atlas Disciplined Equity Instl Patricia A. Bannan 7
CIBC Atlas Income Opportunities Instl Brant Houston 4
CIBC Atlas Mid Cap Equity Institutional Jay Pearlstein 4

Shortest Manager Tenure | More
07-19-18

Fund Name Manager Name Average Manager Tenure
CIBC Atlas Income Opportunities Instl Brant Houston 4
CIBC Atlas Mid Cap Equity Institutional Jay Pearlstein 4
CIBC Atlas Disciplined Equity Instl Patricia A. Bannan 7
CIBC Atlas Equity Income Institutional Robert C. Bridges 7
CIBC Atlas All Cap Growth Institutional Robert C. Bridges 11
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