CIBC Private Wealth Management Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return-0.187.9620.53-1.8022.21
    Category Average-0.377.5121.19-5.6720.57
    Assets for Each Yr*1.441.652.052.072.66
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 22.21 13.56 10.64

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,662 mil $250,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.2 83.12 0.86 Below Avg
    International Stock -- 0.98 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-13-19

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 14.46 1.80
    Fidelity National Information Se* Industrials 32.18 1.41
    The Home Depot Inc* Consumer Cyclical 22.83 1.12
    UnitedHealth Group Inc* Healthcare 0.83 1.12
    Automatic Data Processing Inc* Industrials 29.87 1.09
    Microchip Technology Inc* Technology 26.68 0.97
    Chevron Corp* Energy 14.69 0.88
    VF Corp* Consumer Cyclical 26.21 0.88
    EPAM Systems Inc* Technology 63.44 0.75
    BlackRock Inc* Financial Services 9.96 0.75
    T-Mobile US Inc* Communication Services 22.02 0.75
    Pioneer Natural Resources Co* Energy -2.16 0.74
    Euronet Worldwide Inc* Industrials 49.82 0.73
    Merck & Co Inc* Healthcare 14.10 0.73
    Oracle Corp* Technology 21.02 0.71
    Zoetis Inc Class A* Healthcare 46.35 0.69
    SBA Communications Corp* RealEstate 60.46 0.61
    Expedia Group Inc* Consumer Cyclical 15.22 0.59
    Global Payments Inc* Industrials 53.99 0.56
    Fleetcor Technologies Inc* Industrials 59.31 0.54

    Best 5-Year Relative Performance | More
    08-13-19

    Worst 5-Year Relative Performance | More
    08-13-19

    Lowest Expenses | More
    08-13-19

    Highest Expenses | More
    08-13-19

    Longest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    CIBC Atlas All Cap G Robert C. Bridges 11.90
    CIBC Atlas Equity In Robert C. Bridges 7.90
    CIBC Atlas Disciplin Patricia A. Bannan 7.80
    CIBC Atlas Income Op Brant Houston 5.10
    CIBC Atlas Mid Cap E Jay Pearlstein 5.10

    Shortest Manager Tenure | More
    08-13-19

    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 7.80
    CIBC Atlas Equity In Robert C. Bridges 7.90
    CIBC Atlas All Cap G Robert C. Bridges 11.90