CIBC Private Wealth Management Fund Family Report
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  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return-0.187.9620.53-1.8013.11
    Category Average-0.377.5121.19-5.6711.79
    Assets for Each Yr*1.441.652.052.072.43
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 13.11 11.99 9.18

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,428 mil $250,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.9 84.20 0.86 Below Avg
    International Stock -- 0.00 -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-25-19

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 12.03 1.76
    Boeing Co* Industrials 15.79 1.18
    Medtronic PLC* Healthcare 9.28 1.08
    Danaher Corp* Healthcare 38.06 1.04
    Adobe Inc* Technology 27.29 0.85
    Oracle Corp* Technology 25.14 0.71
    AutoZone Inc* Consumer Cyclical 30.95 0.70
    TJX Companies Inc* Consumer Cyclical 19.52 0.63
    Centene Corp* Healthcare -6.49 0.47
    Xilinx Inc* Technology 29.95 0.35
    TE Connectivity Ltd* Technology 26.02 0.30
    Kansas City Southern* Industrials 24.23 0.26
    Sprouts Farmers Market Inc* Consumer Defensive -21.44 0.25
    Blackstone Group LP* Financial Services 51.43 0.23
    Jones Lang LaSalle Inc* RealEstate 7.99 0.22
    Brown-Forman Corp Class B* Consumer Defensive 17.78 0.20
    Red Hat Inc* Technology 6.77 0.19
    Carnival Corp* Consumer Cyclical -5.78 0.19
    KAR Auction Services Inc* Consumer Cyclical 30.34 0.19
    Masco Corp* Basic Materials 32.15 0.18

    Best 5-Year Relative Performance | More
    06-25-19

    Worst 5-Year Relative Performance | More
    06-25-19

    Lowest Expenses | More
    06-25-19

    Highest Expenses | More
    06-25-19

    Longest Manager Tenure | More
    06-25-19

    Fund Name   Manager Name Avg Manager Tenure  
    CIBC Atlas All Cap G Robert C. Bridges 11.70
    CIBC Atlas Equity In Robert C. Bridges 7.70
    CIBC Atlas Disciplin Patricia A. Bannan 7.60
    CIBC Atlas Income Op Brant Houston 5.00
    CIBC Atlas Mid Cap E Jay Pearlstein 5.00

    Shortest Manager Tenure | More
    06-25-19

    Fund Name   Manager Name Avg Manager Tenure  
    CIBC Atlas Income Op Brant Houston 5.00
    CIBC Atlas Mid Cap E Jay Pearlstein 5.00
    CIBC Atlas Disciplin Patricia A. Bannan 7.60
    CIBC Atlas Equity In Robert C. Bridges 7.70
    CIBC Atlas All Cap G Robert C. Bridges 11.70