At Equity is trading at 58.22 as of the 19th of March 2025; that is 0.41 percent down since the beginning of the trading day. The fund's open price was 58.46. At Equity 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 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund invests in publicly traded securities without regard to market capitalizations. Its investment strategy focuses on identifying stocks within multiple industry groups. The fund seeks to generate current income while also providing capital appreciation. More on At Equity Income
At Equity Income [AWYIX] is traded in USA and was established 19th of March 2025. At Equity is listed under CIBC Private Wealth Management category by Fama And French industry classification. The fund is listed under Large Blend category and is part of CIBC Private Wealth Management family. This fund presently has accumulated 312.05 M in assets under management (AUM) with minimum initial investment of 250 K. At Equity Income is currently producing year-to-date (YTD) return of 2.41% with the current yeild of 0.06%, while the total return for the last 3 years was 7.66%.
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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 AWYIX 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 AWYIX 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 Equity Income 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.
Other Information on Investing in AWYIX Mutual Fund
At Equity financial ratios help investors to determine whether AWYIX 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 AWYIX with respect to the benefits of owning At Equity security.
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