AT Funds Fund Family Report
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  • Performance
    08-31-18

    Total ReturnCategory Average
    Total Return9.26-0.187.9620.5311.59
    Category Average9.94-0.377.5121.199.86
    Assets for Each Yr*1.161.441.652.052.34
    *billions

    Trailing Returns %
    08-31-18

      YTD 3 Year 5 Year    
    Fund Family 11.59 13.49 12.35

    Key Stats
    08-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,335 mil $250,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 85.27 0.96 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-17-18

      Sector YTD Return % % Net Assets  
    JPMorgan Chase & Co* Financial Services 8.02 1.96
    Cisco Systems Inc* Technology 25.48 1.55
    UnitedHealth Group Inc* Healthcare 20.85 1.19
    Prudential Financial Inc* Financial Services -11.56 1.01
    Wells Fargo & Co* Financial Services -8.49 1.00
    Citigroup Inc* Financial Services -3.28 0.99
    Chevron Corp* Energy -3.45 0.93
    Comcast Corp Class A* Communication Services -6.37 0.92
    Honeywell International Inc* Industrials 9.54 0.91
    Aetna Inc* Healthcare 14.35 0.89
    Oracle Corp* Technology 5.22 0.84
    Adobe Systems Inc* Technology 53.08 0.84
    Qualcomm Inc* Technology 17.23 0.82
    Kinder Morgan Inc P* Energy 3.46 0.57
    EPAM Systems Inc* Technology 29.65 0.54
    Ross Stores Inc* Consumer Cyclical 20.74 0.50
    Encompass Health Corp* Healthcare 62.30 0.46
    Fleetcor Technologies Inc* Industrials 13.68 0.46
    Mastercard Inc A* Financial Services 43.51 0.46
    Equinix Inc* RealEstate 0.20 0.40

    Best 5-Year Relative Performance | More
    09-17-18

    Worst 5-Year Relative Performance | More
    09-17-18

    Lowest Expenses | More
    09-17-18

    Highest Expenses | More
    09-17-18

    Longest Manager Tenure | More
    09-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    CIBC Atlas All Cap G Robert C. Bridges 11.00
    CIBC Atlas Equity In Robert C. Bridges 7.00
    CIBC Atlas Disciplin Patricia A. Bannan 6.90
    CIBC Atlas Income Op Brant Houston 4.20
    CIBC Atlas Mid Cap E Jay Pearlstein 4.20

    Shortest Manager Tenure | More
    09-17-18

    Fund Name   Manager Name Avg Manager Tenure  
    CIBC Atlas Income Op Brant Houston 4.20
    CIBC Atlas Mid Cap E Jay Pearlstein 4.20
    CIBC Atlas Disciplin Patricia A. Bannan 6.90
    CIBC Atlas Equity In Robert C. Bridges 7.00
    CIBC Atlas All Cap G Robert C. Bridges 11.00