At Mid Cap Fund Quote
| AWMIX Fund | USD 22.28 0.09 0.41% |
Performance17 of 100
| Odds Of DistressLess than 16
|
At Mid is trading at 22.28 as of the 2nd of December 2024; that is 0.41 percent up since the beginning of the trading day. The fund's open price was 22.19. At Mid has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for At Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of June 2024 and ending today, the 2nd of December 2024. 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 equity securities of mid-capitalization companies. While the adviser expects to invest primarily in common stock, it may also invest in other equity securities, including preferred stock, convertible securities and American Depositary Receipts . More on At Mid Cap
Moving together with AWMIX Mutual Fund
| 0.97 | AWEIX | Invesco Disciplined | PairCorr |
| 0.97 | PAMCX | T Rowe Price | PairCorr |
| 0.97 | RRMGX | T Rowe Price | PairCorr |
| 0.97 | TRQZX | T Rowe Price | PairCorr |
Moving against AWMIX Mutual Fund
AWMIX Mutual Fund Highlights
| Fund Concentration | CIBC Private Wealth Management Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, CIBC Private Wealth Management, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
At Mid Cap [AWMIX] is traded in USA and was established 2nd of December 2024. At Mid is listed under CIBC Private Wealth Management category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of CIBC Private Wealth Management family. This fund presently has accumulated 754.1 M in assets under management (AUM) with minimum initial investment of 250 K. At Mid Cap is currently producing year-to-date (YTD) return of 18.76%, while the total return for the last 3 years was 3.55%.
Check At Mid 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 AWMIX 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 AWMIX 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 Mid Cap 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 Mid Cap Mutual Fund Constituents
| ADSK | Autodesk | Stock | Information Technology | |
| SBAC | SBA Communications Corp | Stock | Real Estate | |
| ROP | Roper Technologies, Common | Stock | Industrials | |
| PTC | PTC Inc | Stock | Information Technology | |
| NXPI | NXP Semiconductors NV | Stock | Information Technology | |
| MCHP | Microchip Technology | Stock | Information Technology | |
| LRCX | Lam Research Corp | Stock | Information Technology | |
| GPN | Global Payments | Stock | Financials |
At Mid Cap Risk Profiles
| Mean Deviation | 0.6413 | |||
| Semi Deviation | 0.6824 | |||
| Standard Deviation | 0.9047 | |||
| Variance | 0.8185 |
At Mid Against Markets
Other Information on Investing in AWMIX Mutual Fund
At Mid financial ratios help investors to determine whether AWMIX 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 AWMIX with respect to the benefits of owning At Mid security.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data |