AT Funds Fund Family Report
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  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return9.26-0.187.9620.534.80
    Category Average9.94-0.377.5121.191.27
    Assets for Each Yr*1.161.441.652.052.22
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family 4.80 9.76 9.42

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $2,220 mil $250,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.5 85.15 1.00 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-13-18

      Sector YTD Return % % Net Assets  
    Amazon.com Inc* Consumer Cyclical 39.48 2.72
    Microsoft Corp* Technology 26.49 2.49
    JPMorgan Chase & Co* Financial Services 4.80 1.89
    Alphabet Inc Class C* Technology -0.99 1.79
    American Tower Corp* Communication Services 14.68 1.35
    Wells Fargo & Co* Financial Services -10.37 1.20
    UnitedHealth Group Inc* Healthcare 23.27 1.18
    Intercontinental Exchange Inc* Financial Services 12.85 1.08
    The Home Depot Inc* Consumer Cyclical -3.93 1.00
    United Technologies Corp* Industrials 2.86 0.98
    Citigroup Inc* Financial Services -10.87 0.97
    Comcast Corp Class A* Communication Services -4.00 0.96
    Medtronic PLC* Healthcare 15.83 0.96
    Microchip Technology Inc* Technology -18.13 0.95
    Danaher Corp* Healthcare 8.78 0.95
    Qualcomm Inc* Technology -12.57 0.95
    US Bancorp* Financial Services 2.02 0.94
    Merck & Co Inc* Healthcare 35.15 0.90
    DowDuPont Inc* Basic Materials -17.71 0.89
    Praxair Inc* Basic Materials 3.05 0.89

    Best 5-Year Relative Performance | More
    11-13-18

    Worst 5-Year Relative Performance | More
    11-13-18

    Lowest Expenses | More
    11-13-18

    Highest Expenses | More
    11-13-18

    Longest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    CIBC Atlas All Cap G Robert C. Bridges 11.10
    CIBC Atlas Equity In Robert C. Bridges 7.10
    CIBC Atlas Disciplin Patricia A. Bannan 7.00
    CIBC Atlas Income Op Brant Houston 4.40
    CIBC Atlas Mid Cap E Jay Pearlstein 4.40

    Shortest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    CIBC Atlas Income Op Brant Houston 4.40
    CIBC Atlas Mid Cap E Jay Pearlstein 4.40
    CIBC Atlas Disciplin Patricia A. Bannan 7.00
    CIBC Atlas Equity In Robert C. Bridges 7.10
    CIBC Atlas All Cap G Robert C. Bridges 11.10