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Performance
09-30-18

Total ReturnCategory Average
Total Return 9.3 -0.2 8.0 20.5 12.7
Category Average 9.9 -0.4 7.5 21.2 9.9
Assets for Each Yr* 1.2 1.4 1.6 2.1 2.4
*billions

Trailing Returns %
09-30-18

  YTD 3 Year 5 Year    
Fund Family 12.66 15.14 11.78

Key Stats
09-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
2,365 $250,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.5 85.50 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 3.6
Stocks 90.5
Bonds 5.7
Other 0.3
Annual Turnover % 18
% Assets in Top 10 14.4
 
Sector Breakdown (% of stocks) 
Sensitive 44.4
Communication Services 3.5
Energy 4.5
Industrials 15.8
Technology 20.5
Cyclical 32.3
Basic Materials 3.4
Consumer Cyclical 11.8
Financial Services 15.7
Real Estate 1.4
Defensive 23.3
Consumer Defensives 4.3
Healthcare 17.7
Utilities 1.2

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-19-18

  Sector YTD Return % % Net Assets  
  Microsoft Corp* Technology 25.30 2.49
  JPMorgan Chase & Co* Financial Services 3.43 1.89
  Alphabet Inc Class C* Technology 3.15 1.79
  Visa Inc Class A* Financial Services 17.84 1.40
  Johnson & Johnson* Healthcare -2.32 1.22
  Wells Fargo & Co* Financial Services -13.22 1.20
  UnitedHealth Group Inc* Healthcare 17.79 1.18
  Fidelity National Information Services Inc* Industrials 8.55 1.14
  Honeywell International Inc* Industrials 1.63 1.07
  Boeing Co* Industrials 23.17 1.01
  Citigroup Inc* Financial Services -6.64 0.97
  Automatic Data Processing Inc* Industrials 19.63 0.95
  Qualcomm Inc* Technology 3.26 0.95
  Microchip Technology Inc* Technology -21.71 0.95
  Danaher Corp* Healthcare 9.62 0.95
  US Bancorp* Financial Services -1.47 0.94
  DowDuPont Inc* Basic Materials -15.59 0.89
  Aetna Inc* Healthcare 11.12 0.87
  PepsiCo Inc* Consumer Defensive -10.17 0.87
  Alphabet Inc A* Technology 3.55 0.85
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Best 5-Year Relative Performance | More
10-19-18

Worst 5-Year Relative Performance | More
10-19-18

Longest Manager Tenure | More
10-19-18

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
10-19-18

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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