CIBC Private Wealth Management Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-0.187.9620.53-1.8020.82
    Category Average-0.377.5121.19-5.6718.50
    Assets for Each Yr*1.441.652.052.072.67
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 20.82 13.16 9.55

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,671 mil $250,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.2 81.87 0.86 Below Avg
    International Stock -- 1.32 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    CIBC Atlas All Cap G Robert C. Bridges 12.00
    CIBC Atlas Equity In Robert C. Bridges 8.00
    CIBC Atlas Disciplin Patricia A. Bannan 7.90
    CIBC Atlas Income Op Brant Houston 5.20
    CIBC Atlas Mid Cap E Jay Pearlstein 5.20

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    CIBC Atlas Income Op Brant Houston 5.20
    CIBC Atlas Mid Cap E Jay Pearlstein 5.20
    CIBC Atlas Disciplin Patricia A. Bannan 7.90
    CIBC Atlas Equity In Robert C. Bridges 8.00
    CIBC Atlas All Cap G Robert C. Bridges 12.00