AT Funds Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-0.187.9620.53-1.8012.15
    Category Average-0.377.5121.19-5.6712.60
    Assets for Each Yr*1.441.652.052.072.38
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 12.15 14.96 9.13

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,378 mil $250,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 84.30 0.86 Below Avg
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-28-19

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 9.18 2.84
    JPMorgan Chase & Co* Financial Services 7.72 1.83
    Fiserv Inc* Industrials 15.24 1.76
    Alphabet Inc Class C* Technology 8.14 1.63
    American Tower Corp* Communication Services 11.35 1.45
    UnitedHealth Group Inc* Healthcare -2.77 1.25
    Wells Fargo & Co* Financial Services 9.24 1.15
    Union Pacific Corp* Industrials 21.96 1.05
    Boeing Co* Industrials 37.06 1.03
    Honeywell International Inc* Industrials 17.23 0.99
    Merck & Co Inc* Healthcare 6.39 0.98
    Qualcomm Inc* Technology -6.19 0.96
    US Bancorp* Financial Services 13.11 0.95
    Danaher Corp* Healthcare 23.18 0.94
    Citigroup Inc* Financial Services 23.76 0.91
    The Home Depot Inc* Consumer Cyclical 7.75 0.91
    Chevron Corp* Energy 11.01 0.89
    Thermo Fisher Scientific Inc* Healthcare 15.99 0.89
    Alphabet Inc A* Technology 7.81 0.87
    Worldpay Inc Class A* Industrials 25.34 0.74

    Best 5-Year Relative Performance | More
    02-28-19

    Worst 5-Year Relative Performance | More
    02-28-19

    Lowest Expenses | More
    02-28-19

    Highest Expenses | More
    02-28-19

    Longest Manager Tenure | More
    02-28-19

    Fund Name   Manager Name Avg Manager Tenure  
    CIBC Atlas All Cap G Robert C. Bridges 11.40
    CIBC Atlas Equity In Robert C. Bridges 7.40
    CIBC Atlas Disciplin Patricia A. Bannan 7.30
    CIBC Atlas Income Op Brant Houston 4.70
    CIBC Atlas Mid Cap E Jay Pearlstein 4.70

    Shortest Manager Tenure | More
    02-28-19

    Fund Name   Manager Name Avg Manager Tenure  
    CIBC Atlas Income Op Brant Houston 4.70
    CIBC Atlas Mid Cap E Jay Pearlstein 4.70
    CIBC Atlas Disciplin Patricia A. Bannan 7.30
    CIBC Atlas Equity In Robert C. Bridges 7.40
    CIBC Atlas All Cap G Robert C. Bridges 11.40