AT Funds Fund Family Report
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  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return9.26-0.187.9620.534.07
    Category Average9.94-0.377.5121.193.42
    Assets for Each Yr*1.161.441.652.052.17
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family 4.07 9.30 11.59

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,166 mil $250,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 84.82 0.96 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-13-18

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 55.03 2.82
    Microsoft Corp* Technology 24.23 2.60
    JPMorgan Chase & Co* Financial Services 1.03 1.96
    Fiserv Inc* Industrials 18.13 1.68
    Apple Inc* Technology 13.86 1.65
    Alphabet Inc C* Technology 13.61 1.62
    Visa Inc Class A* Financial Services 22.65 1.41
    The Home Depot Inc* Consumer Cyclical 5.92 1.34
    Johnson & Johnson* Healthcare -8.62 1.27
    UnitedHealth Group Inc* Healthcare 18.09 1.19
    American Tower Corp* Communication Services 1.46 1.14
    Fidelity National Information Se* Industrials 15.60 1.11
    Boeing Co* Industrials 20.11 1.03
    Danaher Corp* Healthcare 7.22 1.00
    Wells Fargo & Co* Financial Services -7.47 1.00
    Citigroup Inc* Financial Services -9.10 0.99
    Union Pacific Corp* Industrials 5.44 0.98
    Chevron Corp* Energy 0.87 0.93
    Comcast Corp Class A* Communication Services -12.02 0.92
    Honeywell International Inc* Industrials -2.85 0.91

    Best 5-Year Relative Performance | More
    07-13-18

    Worst 5-Year Relative Performance | More
    07-13-18

    Lowest Expenses | More
    07-13-18

    Highest Expenses | More
    07-13-18

    Longest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    CIBC Atlas All Cap G Robert C. Bridges 10.80
    CIBC Atlas Equity In Robert C. Bridges 6.80
    CIBC Atlas Disciplin Patricia A. Bannan 6.70
    CIBC Atlas Income Op Brant Houston 4.00
    CIBC Atlas Mid Cap E Jay Pearlstein 4.00

    Shortest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    CIBC Atlas Income Op Brant Houston 4.00
    CIBC Atlas Mid Cap E Jay Pearlstein 4.00
    CIBC Atlas Disciplin Patricia A. Bannan 6.70
    CIBC Atlas Equity In Robert C. Bridges 6.80
    CIBC Atlas All Cap G Robert C. Bridges 10.80