Cibc Atlas All Fund Quote
AWGIX Fund | USD 44.93 0.26 0.58% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Cibc Atlas is trading at 44.93 as of the 1st of December 2024; that is 0.58 percent up since the beginning of the trading day. The fund's open price was 44.67. Cibc Atlas has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Cibc Atlas All are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of December 2023 and ending today, the 1st of December 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing primarily in common stocks of U.S. companies without regard to market capitalizations. The funds investment strategy focuses on identifying stocks within multiple industry groups. It may invest up to 100 percent of its net assets in common stocks, and may also invest in preferred stocks, of U.S. More on Cibc Atlas All
Moving together with Cibc Mutual Fund
Cibc Mutual Fund Highlights
Fund Concentration | CIBC Private Wealth Management Funds, Large Growth Funds, Large Growth, CIBC Private Wealth Management, Large Growth, Large Growth (View all Sectors) |
Update Date | 30th of September 2024 |
Expense Ratio Date | 1st of March 2023 |
Fiscal Year End | October |
Cibc Atlas All [AWGIX] is traded in USA and was established 1st of December 2024. Cibc Atlas is listed under CIBC Private Wealth Management category by Fama And French industry classification. The fund is listed under Large Growth category and is part of CIBC Private Wealth Management family. This fund presently has accumulated 203.91 M in assets under management (AUM) with minimum initial investment of 250 K. Cibc Atlas All is currently producing year-to-date (YTD) return of 29.63%, while the total return for the last 3 years was 7.01%.
Check Cibc Atlas Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Cibc Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Cibc Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Cibc Atlas All Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Cibc Atlas All Mutual Fund Constituents
GS | Goldman Sachs Group | Stock | Financials | |
ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
ANET | Arista Networks | Stock | Information Technology | |
TREX | Trex Company | Stock | Industrials | |
ROP | Roper Technologies, Common | Stock | Industrials | |
URI | United Rentals | Stock | Industrials | |
AAPL | Apple Inc | Stock | Information Technology | |
EW | Edwards Lifesciences Corp | Stock | Health Care |
Cibc Atlas All Risk Profiles
Mean Deviation | 0.8364 | |||
Semi Deviation | 1.13 | |||
Standard Deviation | 1.17 | |||
Variance | 1.36 |
Cibc Atlas Against Markets
Other Information on Investing in Cibc Mutual Fund
Cibc Atlas financial ratios help investors to determine whether Cibc Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Cibc with respect to the benefits of owning Cibc Atlas security.
Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |