AWMIX Mutual Fund

NAV$19.98

Fund Essentials - as of Apr 30, 2026

Net Assets
$701M
Expense Ratio
0.82%
Dividend Yield (Current)
-
Holdings
73
Inception Date
Jun 27, 2014
Fund Family
CIBC Private Wealth
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+10.27%
1 Year+7.75%
3 Year+8.57%
5 Year+3.73%
10 Year+9.29%

Asset Allocation

Stocks: 100.00%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
AZOAutozone Inc Snr S* Ice2.33%
APHAmphenol Corp. Class A2.23%
NETCloudflare Inc1.84%
AMEAmetek Inc.1.78%
WCN:CAWaste Connections Inc1.15%
Top 10 Concentration: 9.33%Report Date: Apr 30, 2026
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Dividend Summary

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Latest Distribution
$2.28
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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AWMIX Mutual Fund Overview

AWMIX Mutual Fund (CIBC Atlas Mid Cap Equity Fund Institutional Class) is managed by CIBC Private Wealth with $701.1M in net assets. AWMIX expense ratio is 0.82%, holding 73 positions across sectors including Unknown, Consumer Discretionary, Information Technology. Inception date: 2014-06-27.

AWMIX performance shows a YTD return of 10.27%. The 1-year return is 7.75% and the 5-year return is 3.73%.

AWMIX top holdings include Autozone Inc Snr S* Ice (2.3%), Amphenol Corp. Class A (2.2%), Cloudflare Inc (1.8%), Ametek Inc. (1.8%), Waste Connections Inc (1.1%). View all AWMIX holdings, sector breakdown, or dividend history.

AWMIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. AWMIX alternatives are available via the screener, along with tax-loss harvesting opportunities.