AT Funds Fund Family Report
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  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-0.187.9620.53-1.80--
    Category Average-0.377.5121.19-5.675.15
    Assets for Each Yr*1.441.652.052.072.07
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -1.80 8.52 6.86

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,068 mil $250,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.6 83.98 0.86 Below Avg
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 12.93 2.84
    Microsoft Corp* Technology 6.05 2.61
    Apple Inc* Technology -0.58 2.04
    JPMorgan Chase & Co* Financial Services 7.96 1.83
    Fiserv Inc* Industrials 5.89 1.76
    Alphabet Inc Class C* Technology 6.05 1.63
    American Tower Corp* Communication Services 4.10 1.45
    Fidelity National Information Se* Industrials 3.21 1.43
    Intercontinental Exchange Inc* Financial Services 0.40 1.42
    Johnson & Johnson* Healthcare 1.27 1.32
    UnitedHealth Group Inc* Healthcare 6.58 1.25
    Cisco Systems Inc* Technology 4.68 1.18
    Wells Fargo & Co* Financial Services 8.53 1.15
    Medtronic PLC* Healthcare -4.02 1.08
    Comcast Corp Class A* Communication Services 6.34 1.05
    Automatic Data Processing Inc* Industrials 3.10 1.04
    Boeing Co* Industrials 13.09 1.03
    Merck & Co Inc* Healthcare -0.71 0.98
    Qualcomm Inc* Technology -2.88 0.96
    US Bancorp* Financial Services 9.89 0.95

    Best 5-Year Relative Performance | More
    01-18-19

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    CIBC Atlas All Cap G Robert C. Bridges 11.30
    CIBC Atlas Equity In Robert C. Bridges 7.30
    CIBC Atlas Disciplin Patricia A. Bannan 7.20
    CIBC Atlas Income Op Brant Houston 4.60
    CIBC Atlas Mid Cap E Jay Pearlstein 4.60

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    CIBC Atlas Income Op Brant Houston 4.60
    CIBC Atlas Mid Cap E Jay Pearlstein 4.60
    CIBC Atlas Disciplin Patricia A. Bannan 7.20
    CIBC Atlas Equity In Robert C. Bridges 7.30
    CIBC Atlas All Cap G Robert C. Bridges 11.30