AWEIX Mutual Fund

AWEIX Mutual Fund (CIBC Atlas Disciplined Equity Fund Institutional Class) is managed by CIBC Private Wealth. AWEIX expense ratio is 0.71%, holding 67 positions across sectors including Information Technology, Health Care. Inception date: 2005-12-01.

AWEIX performance shows a YTD return of 4.03%. The 1-year return is 9.61% and the 5-year return is 6.83%. AWEIX dividend yield stands at 13.98%, paid annually.

AWEIX top holdings include Microsoft Corp (6.2%), Amazon.Com Inc (6.0%), Apple, Inc (6.0%), AstraZeneca PLC (1.6%), Analog Devices, Inc. (1.5%). Go to all AWEIX holdings, AWEIX sectors, or AWEIX dividends.

AWEIX can be compared against other funds. Use AWEIX overlap to find shared positions, or AWEIX vs another fund for a side-by-side view. AWEIX alternatives are available via the screener, along with tax-loss harvesting opportunities.