At Income Opportunities Fund Quote
| AWIIX Fund | USD 15.65 0.03 0.19% |
PerformanceVery Weak
| Odds Of DistressLow
|
At Income is trading at 15.65 as of the 22nd of March 2025; that is 0.19 percent down since the beginning of the trading day. The fund's open price was 15.68. At Income has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus any borrowings for investment purposes, in income producing securities. The fund invests in a combination of common stock, preferred stock, convertible securities, fixed income securities and other investment companies and closed-end investment companies .. More on At Income Opportunities
Moving together with AWIIX Mutual Fund
| 0.95 | AWEIX | Invesco Disciplined | PairCorr |
| 0.85 | AWGIX | Cibc Atlas All | PairCorr |
| 0.84 | AWMIX | At Mid Cap | PairCorr |
| 0.74 | AWYIX | At Equity Income | PairCorr |
Moving against AWIIX Mutual Fund
AWIIX Mutual Fund Highlights
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
At Income Opportunities [AWIIX] is traded in USA and was established 22nd of March 2025. At Income is listed under CIBC Private Wealth Management category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of CIBC Private Wealth Management family. This fund presently has accumulated 639.15 M in assets under management (AUM) with minimum initial investment of 250 K. At Income Opportunities is currently producing year-to-date (YTD) return of 0.96% with the current yeild of 0.02%, while the total return for the last 3 years was 5.72%.
Check At Income 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 AWIIX 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 AWIIX 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 At Income Opportunities 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 At Income Opportunities Mutual Fund Constituents
| OXY | Occidental Petroleum | Stock | Energy | |
| PFE | Pfizer Inc | Stock | Health Care | |
| PRU | Prudential Financial | Stock | Financials | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| WMB | Williams Companies | Stock | Energy | |
| CVX | Chevron Corp | Stock | Energy | |
| KMI | Kinder Morgan | Stock | Energy | |
| UNP | Union Pacific | Stock | Industrials |
At Income Opportunities Risk Profiles
| Mean Deviation | 0.4732 | |||
| Standard Deviation | 0.6596 | |||
| Variance | 0.4351 | |||
| Risk Adjusted Performance | (0.10) |
At Income Against Markets
Other Information on Investing in AWIIX Mutual Fund
At Income financial ratios help investors to determine whether AWIIX 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 AWIIX with respect to the benefits of owning At Income security.
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