CIBC Private Wealth Management Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-19

    Total ReturnCategory Average
    Total Return-0.187.9620.53-1.8020.21
    Category Average-0.377.5121.19-5.6718.92
    Assets for Each Yr*1.441.652.052.072.60
    *billions

    Trailing Returns %
    06-30-19

      YTD 3 Year 5 Year    
    Fund Family 20.21 14.33 10.00

    Key Stats
    06-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,595 mil $250,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.1 83.79 0.86 Below Avg
    International Stock -- 0.64 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-15-19

      Sector YTD Return % % Net Assets  
    Visa Inc Class A* Financial Services 37.24 1.68
    Fiserv Inc* Industrials 28.93 1.62
    Intercontinental Exchange Inc* Financial Services 22.71 1.42
    Fidelity National Information Se* Industrials 27.80 1.41
    Johnson & Johnson* Healthcare 5.82 1.20
    Microchip Technology Inc* Technology 29.77 0.97
    Thermo Fisher Scientific Inc* Healthcare 29.23 0.94
    PepsiCo Inc* Consumer Defensive 23.13 0.91
    VF Corp* Consumer Cyclical 34.15 0.88
    Prudential Financial Inc* Financial Services 27.39 0.87
    Medtronic PLC* Healthcare 10.88 0.87
    Pioneer Natural Resources Co* Energy 7.22 0.74
    Euronet Worldwide Inc* Industrials 63.25 0.73
    TJX Companies Inc* Consumer Cyclical 27.17 0.62
    SBA Communications Corp* RealEstate 45.33 0.61
    Global Payments Inc* Industrials 60.92 0.56
    Cognizant Technology Solutions C* Technology 4.32 0.53
    PTC Inc* Technology 9.07 0.52
    Occidental Petroleum Corp* Energy -13.34 0.48
    Bright Horizons Family Solutions* Consumer Cyclical 38.79 0.41

    Best 5-Year Relative Performance | More
    07-15-19

    Worst 5-Year Relative Performance | More
    07-15-19

    Lowest Expenses | More
    07-15-19

    Highest Expenses | More
    07-15-19

    Longest Manager Tenure | More
    07-15-19

    Fund Name   Manager Name Avg Manager Tenure  
    CIBC Atlas All Cap G Robert C. Bridges 11.80
    CIBC Atlas Equity In Robert C. Bridges 7.80
    CIBC Atlas Disciplin Patricia A. Bannan 7.70
    CIBC Atlas Income Op Brant Houston 5.10
    CIBC Atlas Mid Cap E Jay Pearlstein 5.10

    Shortest Manager Tenure | More
    07-15-19

    Fund Name   Manager Name Avg Manager Tenure  
    CIBC Atlas Income Op Brant Houston 5.10
    CIBC Atlas Mid Cap E Jay Pearlstein 5.10
    CIBC Atlas Disciplin Patricia A. Bannan 7.70
    CIBC Atlas Equity In Robert C. Bridges 7.80
    CIBC Atlas All Cap G Robert C. Bridges 11.80